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Law Offices of
David J. Harowitz, P.C.
7517 S. McClintock Drive, Suite 107
Tempe, Arizona 85283
(480) 456-1144
www.harowitz.net
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Professional
Advisors
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As an estate planning law firm, we work closely with other
professional advisors, including Certified Financial Planner
Practitioners, investment advisors, financial consultants, insurance
professionals, Certified Public Accountants, and tax advisors. We believe
the team approach provides our clients with the most comprehensive,
realistic and effective estate plan. To that end, we strive to keep you
informed and involved at all stages of the estate planning process. We
understand the financial planning process and are positioned to work with
you and your clients. With client approval we are eager to have you be a
part of our client meetings.
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Resources
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- Education
Please visit our Resource Center for an online library of articles on
issues related to estate planning. We have posted a number of articles
suitable for use as hand-outs to your clients.
- Joint Marketing
We are happy to work with you to speak to your clients or prospects on
estate planning issues, including basic estate planning, charitable
giving strategies, generation-skipping and other advanced topics,
business succession, or asset protection. Please call the office if
you would like to plan a workshop.
- The FAX on Estate Planning
Each month we produce a one-page FAX
update on estate planning issues, exclusively for professional
advisors like yourself. To subscribe to the FAX simply submit the
following form and we will add you to our monthly FAX list.
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