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.
Resources
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Client Newsletters
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. -
Professional Newsletters
Each month we produce an electronic newsletter, on estate planning issues, for professional advisors like yourself. You may subscribe online and we will gladly add you to our monthly e-mail list.
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.