Resources for Professional Advisors in Minneapolis
Providing Focused Legal Guidance to Clients in Minneapolis, St. Paul, and Throughout Minnesota
As you look to the future, you want to be sure that all of your plans are in sync. Your long-term financial planning and estate plan should be working in tandem to help you achieve your objectives. To accomplish this, you will need to make sure that your entire team is on the same page.
Our experienced estate planning attorneys at Guttman Law work closely with our clients’ professional advisors to create an estate plan that coordinates with their financial goals. We offer numerous resources for professional advisors in Minneapolis and routinely work with financial consultants, investment advisers, tax advisors, insurance professionals, and more when creating and updating client estate plans. Our firm emphasizes a team approach when planning for your future and can adapt to meet all of your current and future needs.
How Our Approach Works with Your Approach
We offer a wide range of informational and educational resources to prospective clients that explain the value and basic mechanics of estate planning. When a client first meets with us, we work to answer their questions, listen to their concerns, and understand their goals.
Once we have reviewed the client’s needs, we work to educate them on the estate planning tools that are available to them. We do not want to only implement documents: We want our clients to understand why we are making recommendations and what each tool specifically accomplishes.
Our services are always personalized and tailored to our client’s unique objectives. Every situation is complex, but our extensive knowledge of estate planning allows us to identify effective strategies that can meet evolving client needs. We also strive to work with clients to update their estate plans throughout their lives.
Our team stays in close communication with each client throughout the implementation phase of the estate planning process. We may request additional clarification or documentation, seek to discuss new and emerging options, and confirm when tasks have been executed.
We understand that our firm will likely only be one piece of a client’s larger planning and strategy team. We also understand that your team or organization may have a different process or methodology for helping your client achieve their goals.
Our number one priority is meeting the needs of the client. We are more than happy to work with you or your organization in whatever team environment or arrangement best supports that endeavor.
Additional Resources and Educational Events
If your client has questions about estate planning, we encourage you to direct them to the Frequently Asked Questions resource on our website. We also offer downloadable guides, informational videos, and a free estate planning guidebook that can help your client better understand our services and the fundamental of estate planning.
Guttman Law also regularly partners with professional organizations to host private webinars and in-person events for their clients and members. Our educational seminars, panels, workshops are designed to highlight the value of estate planning, the importance of regularly updating your existing estate plan, and the emergence of relevant new laws and tools.