We have created this resource pages for our colleagues in the financial and tax planning professions.  As we work together for the benefit of a mutual client, we want to provide you with an overview of the various services we offer to our partners in planning.  We invite you to review the content and welcome the opportunity to address any questions you may have.  

Our "VIDEO LIBRARY" has a number of videos on relevant estate planning or trust-based topics we frequently receive questions about, taught by Scott, Joe, and Doston.

Finally, our monthly newsletter Advisor Connections™ includes updates on estate planning law, strategies, and other important issues relating to financial professionals.

 

If you are not currently receiving our newsletter, we invite you to register.