You are currently viewing The couple may need to find a financial planner

The couple may need to find a financial planner

Ilyce Glink and Samuel J. Tamkin

Q: I hope you can help me find a tax attorney in Los Angeles who can guide me and my fiancĂ©. We’re both about to finish our residencies as doctors and then we’re going to get married, start our careers, and buy a house, which is a substantial purchase in LA.

We want to start off on the right foot in terms of planning, so we wanted to meet with a tax lawyer first and discuss investments, inheritance, insurance, etc. Can you recommend someone in Los Angeles who we could pay by the hour and who would simply have our best interests in mind when giving us advice? Thanks!

A: Thank you for your e-mail. And congratulations on all that you and your partner have already accomplished. It’s no easy feat to finish medical school (probably with some debt), start your career, and get married all at the same time. And now you want to buy a house, which, as you rightly point out, will be a significant cost in Los Angeles (the median sale price recently topped $1 million, according to Redfin).

Leave a Reply