Working with Professional Advisors
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. Because Kyle is a Certified Financial
Planner™ practitioner, we understand the financial planning process and are better positioned
to work with you and your clients.
Resources
- Client Education
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.
- Joint Marketing
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.
- Pocket
Watch® Electronic Newsletter
Each month we produce an electronic newsletter, on estate planning
issues, for
professional advisors like yourself. To subscribe to our online Pocket
Watch® newsletter, simply submit the following
form and we will add you to our monthly e-mail list.
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