Law Offices of
David J. Harowitz, P.C.
7517 S. McClintock Drive, Suite 107
Tempe, Arizona 85283
(480) 456-1144
www.harowitz.net


Professional Advisors

team.jpg (14199 bytes)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.

Resources

  • 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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