Estate Planning Resources for Financial Professionals
Our Philosophy For Working With Professional Advisors –
The Robinson Law Firm – Philadelphia, Pennsylvania
At The Robinson Law Firm, we work closely with other professional advisors, including Certified Financial Planner™ Practitioners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors as part of the estate planning team. We believe the team approach provides our mutual clients with the most comprehensive, realistic and effective estate plan.
The Estate Planning Team
As an estate planning law firm, we work closely with other professional advisors, including Certified Financial Planner™ Professionals, Investment Advisors, Financial Consultants, Insurance Professionals, Certified Public Accountants, and Tax Advisors. We believe the team approach provides our clients with the most sophisticated, comprehensive, and effective estate planning possible. To that end, we encourage our clients to invite their Professional Advisors into the estate planning process. Moreover, once involved, we strive to keep you informed and involved at all stages of the estate planning process.
We also keep our clients informed about estate planning topics on a regular basis through our seminar programs and our Firm Family Membership™. Through these regular touch points we keep clients informed about changes in the law that might affect them, and remind them to monitor their plans with regard to major life events.
To learn more about our process, please click here.
Workshops
Please see our workshops page to view and register for upcoming workshops.
We also offer workshops specifically for professional advisors. Register today!
CPE Series for CPAs and Interdisciplinary Webinar.
Philadelphia area Estate Planning and Elder Law attorney Dahlia Robinson-Ocken offers creative planning in the areas of estate planning, elder law planning, wills, revocable living trusts, long-term care asset protection planning, powers of attorney, medical powers of attorney, guardianships, irrevocable trusts, living wills, estate, probate and trust administration, probate avoidance, asset protection and planning for physicians, tax planning, lawsuit protection planning (including professional malpractice lawsuit protection planning), planning for minor children, faith-based planning, Medicaid planning, Veterans benefits planning and resources, charitable planning and gifting, special needs and disability planning, estate tax planning, business law and succession planning, and Medicaid applications and long-term care crisis planning. Dahlia serves the entire southeastern Pennsylvania and southern and central New Jersey region, including Philadelphia, Montgomery County, Delaware County, Bucks County, Chester County, King of Prussia, Springfield, and Conshohocken in Pennsylvania, as well as Camden County, Gloucester County, Burlington County, and Mercer County in New Jersey.
