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The advisor may know real estate lawyers, career coaches ... perhaps by offering to draft legal documents when he or she isn't an attorney – trust your gut, says Jill Schlesinger, certified ...

This product can be compared to your homeowners ... compliance, and legal coverage. In general, E&O insurance is structured to cover the professional when the advisor makes a mistake or is accused ...

The wrong advisor can potentially hurt your ability to meet your long-term financial ... You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or ...

As you clarify your wishes, keep a running list, and talk with a financial planner and legal adviser to ensure they're carried out.” — Dana Miranda, YOU DON'T NEED A BUDGET Profit and prosper ...