Estate Planning Resources for Financial Professionals

Our estate planning team at Old Colony Law – Hadley, Massachusetts

We work with other financial professionals, including investment advisors, financial planners, financial consultants, insurance professionals, Certified Public Accountants, fellow attorneys 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.

If you are a financial professional, please consider enrolling to receive our Dear Colleague Letters so we can stay in touch with updates and share our thoughts on how we can all best serve our clients.

You are also welcome to tap our library of white papers for informational and educational resources for your clients.