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Privacy Policy

Privacy Policy

NOTICE REGARDING THE PRIVACY OF
FINANCIAL INFORMATION

Attorneys, like other professionals who provide advice on personal financial matters, are required by law to inform their clients of their policies regarding the privacy of client information. Attorneys have been, and continue to be, bound by professional standards of confidentiality that are even more stringent than those required by this law. We have always protected your right to privacy and we will continue to do so.

In the course of providing clients with tax advice, transactions involving the purchase and sale of real estate, and other business transactions, the Firm may receive significant personal financial information from clients. If you are a client of the Firm, then you should know that all information that the Firm receives from you is held in confidence.  It is not released to people outside of the Firm, except as agreed to by you for the purpose of the services to be provided, or as required under applicable law.

We retain records relating to professional services that we provide for a limited period of time 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 standards.

We may also contract with third parties to perform services for your  benefit. These may include, but are not limited to, services such as photocopying documents, scanning material, processing electronically stored information (ESI), or other file-related tasks. We will only disclose information that is reasonably necessary for the third party to carry out its agreed responsibilities. We require these third parties  to treat your personal information, and our information regarding your  matters, in a similar confidential manner. Thank you for the opportunity to serve your needs and allowing us to provide you with professional legal services.