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	Estate planning is a complex endeavor, even in what seem, to a layperson, to be a rather simple estate. Planning can raise multiple legal questions on a vast number of subjects, and in order to meet your goals, you must work with professionals that are current in their knowledge of tax laws and financial planning strategies. It is essential that the client be open and forthcoming with the professionals he chooses, so that they may make appropriate recommendations. It is also critical that the client choose professionals that are willing to work with one another; a financial advisor that refuses to speak to any attorney, for example, does a disservice to his client. Many estate plans fail because of a lack of coordination between the legal plan drafted by the attorney, and the financial plan created by the advisor. Don't let this happen to you!! 1. Estate Planning Attorney Your attorney's practice is 50% or more in the estate planning area and, if chosen carefully, will serve as your primary advisor. This individual will meet with you several times to fully draw out your hopes, dreams and goals so that they may be put into writing. The fee for the Attorney is largely for the time spent meeting with you, getting to know you and your family, and assisting you in clarifying how you would like to proceed. The actual drafting of the legal documents, contrary to popular belief, is a minimal part of the fee for a good estate planner. The key is knowing what to draft, and drafting to meet the client's unique needs - not a generic document that is intended to fit everyone and actually fits few. While an attorney may seem expensive at the outset, over time you and your heirs will save thousands of dollars in taxes, probate costs, and administrative expenses by a job well done. 2. Financial Planner Your planner may be your initial contact and many times will recommend that you meet with an attorney. A good financial planner will ask to review your estate plan, identify any weaknesses or lack of coordination, and work with your Attorney to correct any deficiencies. A good planner should contact you no less than annually to set up an appointment to review the status of your investments and ensure you are properly allocated. A planner that does not proactively stay in touch with the client may not be the best choice in this situation. 3. Accountant Your accountant can do a lot more than complete tax returns. He can advise you today how to save in taxes for the future and, again, will work with your planner and attorney to make sure you are well protected. 4. Life Insurance Agent Your agent will suggest ways to utilize insurance to maximize the size of your estate, while minimizing taxes and transfer costs. There are many new insurance products available, and your agent will help you sift through the choices to find the one that is best for you. Also, your agent and attorney will work together to make sure new and existing policies have the best owner, and best beneficiary, to minimize your taxes. There are simple changes that can be made that, in many cases, can save you tens of thousands of dollars in taxes. If you'd like to schedule a free, no-obligation consultation in one of our offices you can call toll free at 888-336-1212 between 9:00 and 5:30 Monday through Thursday, or click here to use our interactive calendar.