Privacy Policy

Law firms providing certain personal financial services such as tax and estate planning are required by law to inform their clients of their policies regarding privacy of client information. Attorneys have been and continue to be bound by a Code of Professional Responsibility that imposes even stricter requirements of confidentiality than those required by law. We have always held your information in confidence and will continue to do so.

Information We Collect
In the course of our representation, we may collect nonpublic personal and financial information about you that is provided to us by you or obtained by us with your authorization.

Information We Disclose
We disclose nonpublic personal information obtained in the course of our representation only with your approval or as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of the information being shared.

We do not, under any circumstances, disclose any personal information about clients for commercial purposes.

Confidentiality and Security
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, comply with professional guidelines. In order to guard your nonpublic personal information we maintain physical, electronic, and procedural safeguards that comply with our professional standards. Our privacy policy applies to both current and former clients.