Privacy Policy
October 21, 2024.
Attorneys, like other professionals who advise on personal financial matters, now required by a new federal law to inform you of their policies regarding privacy of information. Attorneys have been and continue to be bound by professional standards of
Attorneys, like other professionals who advise on personal financial matters, now required by a new federal law to inform you of their policies regarding privacy of information. Attorneys have been and continue to be bound by professional standards of
confidentiality that are even more stringent than those required by this new law. Therefore, we have always protected your right to privacy.
In the course of providing legal assistance with income tax, estate tax, and gift tax advice we receive significant personal financial information. You should know that all non-public information that we receive from you is held in confidence and is not released to people outside the firm except as agreed to by you, or as required under an applicable law, or within the bounds of the Rules of Professional Conduct.
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we
maintain physical, electronic, and procedural safeguards that comply with our professional standard.
We utilize technologies provided by Plaid for identity verification. You can reference their privacy policy for further information.
We utilize technologies provided by Plaid for identity verification. You can reference their privacy policy for further information.
