California Estate Planning • Serving Newport Beach, Laguna Beach, Irvine, and the Surrounding Areas
Client Education. Please visit our Newsletter Archive for an online library of articles on issues related to estate planning. We have posted a number of articles suitable for use as hand-outs to your clients.
Joint Marketing. We are happy to work with you to speak to your clients or prospects on estate planning issues, including basic estate planning, charitable giving strategies, generation-skipping and other advanced topics, business succession, or asset protection. Please call the Firm if you would like to plan a workshop or a “Client Appreciation Event”
Monthly Estate Planning Newsletter. Each month we produce an electronic newsletter, on estate planning issues, for professional advisors like yourself. To subscribe to our monthly Estate Planning e-newsletter, simply submit the following form and we will add you to our monthly e-mail list.