Privacy Policy

Types of Nonpublic Personal Information We Collect

Our firm collects only nonpublic personal information about you that is provided to us by you or obtained by our office with your authorization.

Nonpublic Personal Information -

The term “nonpublic personal information” includes any personal information such as your address and social security number, and personally identifiable financial information obtained by attorney.

Nonpublic Financial Information -

The term “personally identifiable financial information” means any financial information obtained about you resulting from the services provided by attorney.  This includes, but is not limited to, tax information and liabilities, and information about your assets such as account numbers, values, and history, if applicable. The fact that you have obtained tax services from our firm is also considered “personally identifiable financial information.”

Parties to Whom We Disclose Information

For current and former clients, our firm does not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law.  Permitted disclosures include, for instance, providing information to employees of the firm (who also are required to maintain confidentiality within the firm), and in limited situations and with your consent, to unrelated third parties who need to know that information to assist attorney in providing services to you.  In all situations, our office stresses the confidential nature of information being shared and the fact that it is not to be disseminated to unrelated third parties absent your express permission.

Protecting the Confidentiality and Security of Current and Former Clients’ Information

Our firm retains records relating to professional services that we provide you so we are better able to assist you with your estate planning, estate administration, and tax planning needs.  In order to guard your nonpublic personal information, our firm maintains physical, electronic, and procedural safeguards that comply with professional ethical standards and federal regulations to guard your nonpublic personal information.