Estate planning for professional advisers ensures a collaborative approach between estate planning attorneys, financial advisors, and tax professionals. This partnership focuses on creating comprehensive estate plans that address everything from estate taxes and asset protection to drafting essential legal documents. Tirey Law Firm works closely with advisers to deliver personalized strategies that provide clients with peace of mind.

We partner with professional advisors to offer tailored estate planning services. Whether it’s advising families on estate planning, guiding clients on donor-advised fund options, or assisting with international considerations, we ensure the estate planning process aligns with both legal and financial goals. Our team is here to answer any questions and create effective estate plans.

We integrate tools such as the AICPA Adviser’s Guide to Financial and Estate Planning or the Prudential Adviser Guide into our collaborative efforts. By combining financial expertise with legal knowledge, we help address challenges like life insurance, tax planning, and creating solutions for international clients.

Including a certified financial planner or estate planning financial adviser ensures that estate plans include both legal and financial considerations. This coordinated approach helps maximize asset protection, minimize tax liabilities, and create a seamless process for clients.