Attorneys, like other professionals who advise on personal financial matters, are now required by a new state law to inform their clients of their policies regarding 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 new law. Therefore, we have always protected your right to privacy.
In the course of providing our clients with income tax, estate tax, and gift tax advice, we receive significant personal financial information from our clients. We make reasonable efforts to restrict access to nonpublic personal information about you to our employees who need to know that information in order to provide products or services to you. We make reasonable efforts to train our employees to protect the privacy of our clients. We maintain physical, electronic, and procedural safeguards that comply with federal and state law to guard your nonpublic personal information.
It is the policy of this law firm to: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, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain safeguards that comply with our professional standards.
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Rappe & Bartlett LLC. |
P.O. Box 280
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Phone:
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(860) 742-7377
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Email: |
David.Rappe@RappeBartlett.com
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