For Professional Advisors

at the Texas Estate Planning Law Firm of Leffingwell & Associates, PC

We work closely with other professional advisors, including Certified Financial Planner™ practitioners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors. We believe the team approach provides our clients with the most comprehensive, realistic and effective estate plan. To that end, we strive to keep you informed and involved at all stages of the estate planning process.

Resources

• 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 office if you would like to plan a workshop or a "Client Appreciation Event."

• Monthly Estate Planning E-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.

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