Working with Professional Advisors

As an asset protection and estate planning law firm, we work closely with other professional advisors, including Certified Financial Planner™ practitioners, investment advisors, insurance agents, and tax advisors. We believe the team approach provides our clients with the most comprehensive, realistic and effective Lifetime Asset Protection plan as well as an estate plan. To that end, we strive to keep you informed and involved at all stages of the estate planning process.

Resources

• Client Education
  Please visit our Free Book section on our website. Please feel free to order our book and direct your clients to our website for free information on protecting their assets and family from the devastating cost of long term care.
• Joint Marketing
  We are happy to work with you to speak to your clients or prospects on estate planning issues, from basic estate planning to asset protection. Please call the office if you would like to plan a workshop or a "Client Appreciation Event".
• Electronic Newsletter
  We produce an electronic newsletter on estate planning and asset protection issues. To subscribe to our online newsletter, simply submit the following form and we will add you to our monthly e-mail list.

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