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Attorneys

When planning and executing complex financial and estate planning strategies we rely on attorneys to provide insights into the best course of action for our clients. Most frequently we consult with attorneys regarding:

  • Drafting new or updating existing estate planning documents including but not limited to:
    • Wills
    • Trusts
    • Health Care Surrogates
    • Living Wills
    • Power of Attorney
    • Pre-Nuptial Agreements
    • GRATS, CLATS, etc.
  • Estate Tax Planning
  • Asset Protection
  • General Planning Strategy

We consider our professional partners trusted sources and safe resources for our clients. We frequently encounter a client new to the area or in a unique situation where they need a professional referral. As your professional partner we happily send clients to you who will benefit from your expertise.

Please contact us if you would like to explore a professional partnership.