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Advisor Resources

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

We encourage estate attorneys to consider becoming a part of GiftAttorney Pro.  This free service allows your clients to create a secure account in which they can maintain an online record of their assets and estate plans and goals.  Go to www.giftattorneypro.com to investigate it further.