When formulating a comprehensive estate plan, it is Bill's practice to involve a client's personal financial advisor and/or his or her CPA, so that the best possible solution can be arrived at, taking into consideration the various competing needs and priorities which may exist due to a client's particular circumstance.
Bill is a present member of The Estate and Financial Planning Council of Central New Jersey. He is a monthly attendee at the Cannon Financial Estate Planning Seminars and other Programs and Seminars covering virtually all aspects of Estate Planning.