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[quote=Anonymous][quote=Anonymous]OP Here.

I was thinking an attorney to do a proper estate plan, an accountant to make sure we do our taxes right since our taxes have been easy enough that I have been able to do them and I don't want to mess up with so much on the line now, and the financial planner to help us invest wisely. [/quote]

wills, advanced directives, trusts, and dpoas for a family should run you a few thousand dollars, and are definitely a good investment. i used wflaw.com in bethesda.

if you are inheriting investment or retirement accounts that may have distribution requirements, yes, a tax accountant might be a good plan.

[quote]We bank with a credit union. Would it be better to open an account at a large bank instead of using our large credit union?
[/quote]

i don't think that's really necessary yet-- you said you have vanguard and fidelity accounts, right? i am fairly certain either have advisors that would be happy to advise you about funds, cash mixes, etc.[/quote]

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