Working With Professional Advisors
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The Estate Planning Team
As an estate planning law firm, we work closely with other professional advisors, including Certified Financial Planner™ practitioners, investment advisors, financial consultants,
insurance professionals, Certified Public Accountants, and tax advisors. We believe the team approach provides our clients with the most comprehensive, realistic and effective estate
plan. To that end, we strive to keep you informed and involved at all stages of the estate planning process. We understand the financial planning process and are better positioned to
work with you and your clients.
Resources
- Client Education
Please visit our Client Resource Center for an online library of articles on issues related to estate planning. We have posted a number of articles suitable for use as hand-outs to
your clients.
- Joint Marketing
We are happy to work with you to speak to your clients or prospects on estate planning issues, including basic estate planning, charitable giving strategies, generation-skipping and
other advanced topics, business succession, or asset protection. Please call the office if you would like to plan a workshop.
- Ruff & Ruff Electronic Newsletter
Each month we produce an electronic newsletter on estate planning issues for professional
advisors like yourself. To subscribe to our electronic newsletter, simply complete the FREE Subscription form and double
opt-in via the mylegalnews email confirmation.
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