Clients & Colleagues

Clients & Colleagues Pages

We want our clients and colleagues to have quick access to important information and forms which is why we’ve dedicated this space in our web site just for you.

Currently here:

Note to New Clients – We are grateful for the opportunity to serve new clients as we continue to serve the ones who have been with us through many years and generations!

Annual Client Letter – Our 2012 Client Letter from our Principal, Gary Altman, Esq., will arrive in your mailbox soon.  Meanwhile, re-visit our 2011 letter here.

Note to Financial Advisors –  We welcome the opportunity to work with our clients’ other trusted advisors, including financial planners, accountants, insurance representatives, stockbrokers, corporate trustees, bankers, and more.

Cherish Letter –  A downloadable form that serves as a letter to those you cherish that includes all of the key financial and estate planning-related information you want them to know (i.e. Names and contact info for your advisors and attorneys, instructions on how to access important accounts, paperwork and passwords, and much more.)

If there’s anything you’d like to see included in this, your exclusive part of the site, please let us know!

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