Estate Planning Resources for Financial Professionals

Resources for Coral Gables, Miami & South Florida

At the Law Office of Brian C. Perlin, P.A., we work closely with other professional advisors, including Certified Financial Planner™ Practitioners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and other tax advisors. We believe that a team approach can provide clients with a more complete and effective estate plan.

Our Approach

Prior to an initial consultation, we ask clients to complete a short questionnaire . Doing so not only facilitates a more productive first meeting, but it also helps clients focus on the issues and decisions they must make in order to implement the most effective planning strategies.

At our initial consultation, we provide clients with general recommendations and a fee quote for the services, along with a retainer agreement.

During the implementation phase, we continually communicate with our clients, as we firmly believe that communication is an essential element of both proper planning and of building lasting relationships.

Clients should only execute a document if they fully understand its content; to that end, prior to signing, we thoroughly discuss the documents with clients, and answer any questions they may have.

We also offer occasional seminar and other educational events and newsletters, to ensure we keep our clients up to date on any changes and hot topics in the estate planning field.

Your Approach

Every professional organization has different processes for interacting with clients. We can work within your processes, or will work with you to blend our respective methodologies. Our primary goal is to serve the needs of our clients, and we welcome the opportunity to serve them within a team environment.

Joint Marketing

• Client Education
  Please visit our Blog for an online library of articles on issues related to estate planning. We have posted a number of articles suitable for use as client education.
• Joint Marketing
  We will gladly speak with your clients or prospects about estate planning issues, including basic estate planning, charitable giving strategies, generation-skipping tax, business succession, asset protection, or other advanced topics. Please call our office if you would like to plan a joint workshop or some other type of event.
• Monthly Estate Planning E-Newsletter
  Every month, we send out an electronic newsletter on estate planning issues. Please subscribe online so that we may add you to our monthly e-mail list.