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Estate Planning Resources for Financial Professionals


Our Philosophy For Working With Professional Advisors -Robinson & Baltuch • Philadelphia, Pennsylvania

At Robinson & Baltuch, 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

  • 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.

 

Philadelphia area Estate Planning and Elder Law attorneys Dahlia Robinson-Ocken and Daniel Baltuch offer 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 and Daniel serve 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.

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Robinson & Baltuch | 267.225.DLAW (3529) | Info@ElderEstateLaw.com | 822 Montgomery Avenue, Suite 204, Narberth, PA 19072