“Information Bits from the Boss: Samantha provides brief answers to clients frequently asked questions”

​What if I want my Financial Advisor or my accountant involved in my estate planning?
 
The answer at our office is we absolutely want them involved in the process. We have each client sign a privacy policy.  One of the principles that makes up our mission statement is that we want to be able to collaborate with your financial advisor and your accountant to create the best plan for you. We think that means having a team approach and getting those trusted advisors involved.  If you’re going to be doing an asset protection plan or an estate plan that involves a trust, we also create a written plan and create a visual to depict your estate plan. For additional information or to schedule a free initial consultation please call our office at (717) 655-2676.