A Team Approach to Financial Security

A successful estate plan is built on the collaboration of several professions working together to ensure that your goals and wishes are properly implemented.  Your team should include a CPA, a financial advisor, an insurance professional and an attorney specializing in estate planning and tax law.  The team of professionals you select should work well together and should collaborate annually on your behalf to ensure that your plan is maintained up-to-date.

Working with a team of professionals is the best way to ensure a thorough strategic plan for protecting assets and loved ones. Each member of the team brings specific expertise important to the planning process.   The team approach does not necessarily dictate endless in person meetings, rather it requires a sharing of information and discussions which in many cases can occur via e-mail or by phone.

Getting Legal Help

Experienced Estate Planning Attorney Elga Goodman knows the current tax laws and can help you understand the tax consequences of your estate planning decisions on your loved ones. Contact us today at 973-841-5111.

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