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Difference between revisions of "More Things You Should Know About Being an Attorney"
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More Things You Should Know About Being an Attorney (view source)
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==What should you know about working with professionals?== | ==What should you know about working with professionals?== | ||
In managing Martina’s affairs, you may need help from professionals such as lawyers, financial advisors, accountants, real estate agents, appraisers, psychologists, social workers, doctors, nurses or care managers. | In managing Martina’s affairs, you may need help from professionals such as lawyers, financial advisors, accountants, real estate agents, appraisers, psychologists, social workers, doctors, nurses or care managers. | ||
[[File:Managing Money for Someone Else-Contents-5.jpg|thumb|275px|right| link=| <span style="font-size:50%;">Image via www.istockphoto.com</span>]] | |||
You can pay any professionals with Martina’s money if there are sufficient funds. | You can pay any professionals with Martina’s money if there are sufficient funds. | ||
If you need help from any professionals, here are some tips. | If you need help from any professionals, here are some tips. | ||
* '''Check the professional’s qualifications.''' Many professionals must be licensed or registered by a government agency. Check their credentials with the government agency. Make sure the license or registration is current and the professional is in good standing. Check whether anyone has complained about the professional’s services. For lawyers, check with the [https://www.lawsociety.bc.ca/apps/lkup/mbrsearch.cfm Law Society of BC]. For financial advisors, see the investRIGHT [https://www.investright.org/informed-investing/know-your-advisor/ Know Your Advisor] page. | * '''Check the professional’s qualifications.''' Many professionals must be licensed or registered by a government agency. Check their credentials with the government agency. Make sure the license or registration is current and the professional is in good standing. Check whether anyone has complained about the professional’s services. For lawyers, check with the [https://www.lawsociety.bc.ca/apps/lkup/mbrsearch.cfm Law Society of BC]. For financial advisors, see the investRIGHT [https://www.investright.org/informed-investing/know-your-advisor/ Know Your Advisor] page. | ||
* '''Interview the professional thoroughly.''' See the investRIGHT [https://www.investright.org/informed-investing/know-your-advisor/conduct-a-formal-interview/ Conduct a Formal Interview] page for questions to ask. See the Canadian Securities Administrator’s [http://www.securities-administrators.ca/uploadedFiles/General/pdfs/Check_Before_You_Invest_Workbook_FINAL_EN.pdf Check Before You Invest] Workbook. | * '''Interview the professional thoroughly.''' See the investRIGHT [https://www.investright.org/informed-investing/know-your-advisor/conduct-a-formal-interview/ Conduct a Formal Interview] page for questions to ask. See the Canadian Securities Administrator’s [http://www.securities-administrators.ca/uploadedFiles/General/pdfs/Check_Before_You_Invest_Workbook_FINAL_EN.pdf Check Before You Invest] Workbook. | ||
