For Professional Advisors

The Estate Planning Team

     As an estate planning law firm, we work closely with other professional advisors, including Certified Public Accountants, investment advisors, financial consultants, insurance professionals, Certified Financial Planner™ professionals, 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 advisors informed and involved at all stages of the estate planning process. For more information about the steps involved, visit The Planning Process.

Resources

• Client Education
       Please visit our Resource Center 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
       Vernon is 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 405-528-2200 if you would like to plan a workshop.
• The FAX on Estate Planning
       Each month we produce a one-page FAX update on estate planning issues, exclusively for professional advisors like yourself. To subscribe to the FAX simply call 405-528-2200 and we will add you to our monthly FAX list.