Other than satisfied customers, attorneys are our best referral sources. Members of the probate, tax and litigation bars utilize us as a resource to assist their clients in the management of investments, implementation of estate plans and analyses of structured settlements. We want to work alongside you, enriching the important relationships you have established with your clients.
As an attorney, we hope you will take advantage of our educational seminars and publications, including the Fiduciary Review. Click here to sign up for our Fiduciary Review.