Planning Partners

We work closely with allied professionals and organizations who support our work with clients. In some cases we have a formal relationship with these other professionals, while in other cases we are informally supported by colleagues and fellow members of national professional organizations. Both our formal and informal relationships with allied professionals provide tremendous support, resources and services to us and our clients.

Legal Technical Resources

We are members of The National Network of Estate Planning Attorneys, a cutting-edge professional association and publisher of estate planning software. It is this technology that assists us to create estate plans that are modern and comprehensive. Sometimes, we co-counsel with colleagues from NNEPA who are national experts in their field.

Legacy Planning Resources

The firm is a proud member of Sunbridge Legacy Group, a company dedicated to helping people recognize their unique life’s ‘wisdom’ as an essential component of of their wealth, and to capture the stories that embody that wisdom to be recorded and passed on to future generations.