Reasons To Run Away From Your Lawyer

Retirease Radio with Victor Medina CFP®, RICP®, CELA®

It’s important to understand before you work with an attorney that not all lawyers are created equal. While we hope everyone is ethical and hard-working, there are numerous situations where the client needs to proceed with caution.

Join us as we explore the crucial task of finding the right attorney for estate planning, a decision that could impact your family for generations to come. Listen as we share the warning signs to look out for when selecting an attorney, such as those who offer quick recommendations without taking the time to understand your unique situation. We also discuss the dangers of appointing an attorney as a fiduciary and how it could potentially lead to conflicts of interest. Don't miss out as we shed light on the key differences between an expert lawyer in the field and those who are merely moonlighting.

We also share insights on our firm's initial meeting process and why it's essential to create a low-pressure environment. Our host, Victor Medina, is a Certified Financial Planner®, estate planning attorney, and certified elder law attorney and lends his expertise in what you need to be on the lookout for.

Here are some of what we discuss in this episode:

• Why an attorney that makes recommendations and gives you direction before knowing anything about your family is a red flag.
• Should your attorney force you to become their fiduciary?
• Why you want to work with someone who has a specialty in what you need instead of someone who is an ‘expert’ in everything related to law.
• Can your attorney also take care of your taxes, investments, and other planning needs?

About Retirease Radio:

Retirease Radio is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.

Connect:

Medina Law Group: https://www.jerseyestateplanning.com/

Palante Wealth Advisors: https://palantewealth.com/