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.

I would discuss all of their estate planning options. Further, we understand how important your clients are to your practice. Your client will always be your client, we simply provide your client specialized services that we enhance your relationship with your clients.

Please feel free to call me at (516) 620-5944 or call my direct dial at (516) 364-5444 to discuss referring clients to my firm or to set up a time to meet with me to address any questions you may have.

Resources

Client Education
Please visit our Free Report section on our website. Please feel free to order our reports and direct your clients to our website for free information on estate planning issues.
Joint Marketing
We are happy to work with you to speak to your clients or prospects on estate planning issues, including basic estate planning, long term care, living trusts, or other estate planning topics. Please call the office if you would like to plan a workshop.
Electronic Newsletter
Each month we produce an electronic newsletter, on estate planning 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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