Urban planning and consulting services
Ultimate Estate Planner
Ultimate Estate Planner is a leading provider of resources and services for estate planning professionals. With a wide range of educational programs, books, white papers, and consulting services, they help attorneys, CPAs, and financial advisors unlock the potential of their practices. Their team of industry experts, including Bob Keebler, Steve Oshins, and Phil Kavesh, offer valuable insights and practical strategies to help professionals navigate the complexities of tax planning, financial planning, IRA trust planning, and marketing. Whether you're a busy estate planning attorney looking to streamline your practice or a financial advisor seeking to enhance your knowledge and skills, Ultimate Estate Planner is dedicated to providing the tools and support you need to succeed. Their customer service philosophy and commitment to adding value to their clients' practices have earned them high praise from professionals across the country. With their expertise and comprehensive resources, Ultimate Estate Planner is a trusted partner for professionals in the estate planning industry.Generated from the website