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.
Client Planning Tools
- Confidential Client Questionnaire (CCQ) [Adobe Reader required]
- Estate Administration Questionnaire
- When A Loved One Passes Away
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.