Estate planning can be a complex and daunting task for many individuals, which is why the Estate Planning Team at John Hoffman Law Office in Ohio works closely with other financial professionals to provide a comprehensive and effective estate plan. The team includes Certified Financial Planner™ Practitioners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors, who work together to provide clients with a personalized plan that meets their unique needs and goals.
The team's approach begins with providing clients with an initial phone call which helps clients focus on the issues and decisions they need to make in order to develop the most effective plan. During the initial consultation, our team provides general recommendations and a fee quote for the services they will be providing. They also dedicate a significant amount of time to explaining the plan's contents and answering any questions clients may have.
Once the documents are signed, the team works directly with clients or their financial professionals to ensure funding and to keep clients informed about changes in the law and any major life events that may affect their plan. They also offer a monthly electronic newsletter on estate planning issues for their clients can subscribe to.
The team is open to working within the processes of other professional organizations and welcomes joint marketing and client education opportunities. They are happy to speak to clients or prospects on estate planning issues, including basic estate planning, charitable giving strategies, generation-skipping, business succession, and asset protection. They also offer an online library of articles related to estate planning that can be used for client education in their blog library.
The Estate Planning Team at John Hoffman Law provides a collaborative and personalized approach to estate planning that ensures clients receive the most comprehensive and effective plan possible. They are dedicated to ongoing communication with clients and their financial professionals, and are always looking for ways to improve their services and build lifelong relationships with their clients.
Every professional organization has different processes, and different methods for interacting with clients. We are happy to work within your processes, or blend our respective methodologies. Our primary goal is to serve the needs of clients and we welcome the opportunity to serve them within the team environment.