Attorneys are bound by professional standards of confidentiality. In the course of providing estate planning services we receive significant personal information from you. You should know that all information that we receive from you is held in confidence, and is not released to people outside oour firm, except as agreed to by you, as required under an applicable law, or as we need to provide to those who assist us with office services or attorneys and their staff who we might refer you to. We retain records relating to professional services that we provide so that we are better able to assist our clients with their professional needs and in some cases, to comply with professional guidelines. In order to guard a client’s nonpublic personal information, we maintain physical, electronic and procedural guidelines that comply with our professional standard. For more information about this topic, please read our Privacy Policy.
