FOR ADVISORS

We have created this resource pages for our colleagues in the financial and tax planning professions.  As we work together for the benefit of a mutual client, we want to provide you with an overview of the various services we offer to our partners in planning.  We invite you to review the content and welcome the opportunity to address any questions you may have.  

Our "VIDEO LIBRARY" has a number of videos on relevant estate planning or trust-based topics we frequently receive questions about, taught by Scott, Joe, and Doston.

Finally, our monthly newsletter Advisor Connections™ includes updates on estate planning law, strategies, and other important issues relating to financial professionals.

 

If you are not currently receiving our newsletter, we invite you to register.  

Scott A. Williams has been recognized by Avvo.com as Supurb rated and a Clients' Choice estate planning 

© 2020 WILLIAMS ALLEN CASEY LPA | DISCLAIMER: The information contained on our website is provided for educational and informational purposes only; it is not intended to give personalized legal counseling or advice.  The receipt of this information does not establish an attorney-client relationship.  The information contained on our website should not be used as a substitute for professional legal advice, and we recommend you consult a qualified and licensed estate planning attorney for any personal counseling or questions you have.

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