Attorneys and Law Firms

When developing and implementing complex financial, tax and legacy strategies for clients, we place high importance in coordinating our efforts with their legal advisors to provide insight during the execution of legal documents. We proactively involve their legal advisors in our process of developing and implementing planning strategies for clients such as:

Estate Planning including inter-generational issues

Business Succession Planning

Life Insurance and other Risk Management Planning techniques

Asset Protection Strategies

Income, Estate and Gift Tax Planning

Special Needs and Elder Care/Long Term Care planning

Charitable Planning Strategies

If you are interested in learning more about our Professional Partnerships program for Attorneys and Law Firms, please contact us.