Live and learn: More questions to ask your advisors
Friday, February 20th, 2009
I wrote a couple of days ago about how advisors can skew your perspective.
In the content of my post, I tried to make clear that I don’t believe any of our advisors have deliberately attempted to distort our views. But I do believe they have failed, in different ways, to call our attention to salient facts, issues we really should have addressed, actions we should have taken but didn’t. And those failures have only been revealed as a result of subsequent counselor/advisors calling our attention to the oversights in previous counselors’ advice.
Now that our nation is going through a massive economic dislocation, I am seeing that additional problems with various estate and legacy plans are being brought to light. Read the rest of this entry »
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