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.