Affiliations

Estate Planning is an interdisciplinary service that incorporates attorneys, investment professionals, trustees, insurance experts, and income tax planning.  In addition to addressing legal issues, Tellie & Coleman considers other financial advisory services to properly complete an individual’s estate plan.  As many of these skills should be outsourced to other professionals, we work with our clients to choose the right fit through our vast network of professional relationships.

Accountants:

Insurance:

 

Trust Departments:

Financial Planner:

  • Michael Ricci, Lincoln Financial Securities (Throop, PA) - www.michaeljricci.com
  • Louis Ingargiola, Ingargiola Wealth Management (Dunmore, PA) – www.iwmg.us

Elder Matters:

Other: 

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