PRIVACY POLICY

1. Introduction Welcome to SouthShoreEstatePlanner.com ("we," "our," "us"). We are committed to protecting your privacy and ensuring that your personal information is handled securely and responsibly. This Privacy Policy outlines how we collect, use, and protect your data when you visit our website SouthShoreEstatePlanner.com (the "Site").

By using our Site, you agree to the collection and use of your information in accordance with this Privacy Policy.

2. Information We Collect We collect different types of information from our visitors, including:

  • Personal Information: Name, email address, phone number, and any other details voluntarily provided through forms, sign-ups, or other interactive features.
  • Usage Data: Information about your interactions with the Site, including IP address, browser type, pages visited, time spent on pages, and other diagnostic data.
  • Cookies and Tracking Technologies: We use cookies, pixels, and other tracking technologies to improve user experience, analyze traffic, and enable remarketing efforts.

3. How We Use Your Information We may use the information collected to:

  • Provide, operate, and improve the Site and our services.
  • Personalize and enhance user experience.
  • Communicate with you regarding inquiries, updates, or promotional offers.
  • Facilitate targeted advertising, remarketing, and retargeting campaigns.
  • Analyze site performance and optimize marketing strategies.
  • Detect, prevent, and address technical issues, fraud, or unauthorized activity.
  • Comply with legal obligations.
  • Commercially engage with estate planning or wealth management firms.

4. Cookies and Tracking Technologies Our Site uses cookies and similar technologies for tracking and personalization. Users can control cookie preferences through their browser settings. Third-party services such as Google Analytics and advertising platforms may also set cookies to analyze user behavior and provide targeted advertisements.

For more details on how Google collects and processes data, visit: Google's Privacy Policy

5. Third-Party Services We may use third-party services for analytics, advertising, and communication, including but not limited to: Google Analytics, Google Ads, Meta Ads, CRM and email marketing tools. These third-party providers may collect and process data independently under their respective privacy policies.

6. Data Sharing and Disclosure We do not sell or rent personal data beyond the commercial interest of the site owner. Personally identifiable information may be sold to Estate Planners and related services in full compliance with the law and in good faith as we sell your contact information, or other, to buyers related to estate planning professional services.

7. International Data Transfers If you are accessing our Site from outside the United States, please be aware that your information may be transferred to, processed, and stored in a country with different data protection laws than your own. By using our Site, you consent to this transfer.

8. Your Rights and Choices Depending on your location, you may have rights under applicable data protection laws, including:

  • The right to access, correct, or delete your personal data.
  • The right to object to processing or restrict data use.
  • The right to withdraw consent for marketing communications.
  • The right to data portability.

9. Data Security We implement appropriate technical and organizational measures to protect your personal data from unauthorized access, loss, or misuse. However, no system is completely secure, and we cannot guarantee absolute security.

10. Children's Privacy Our Site is not intended for individuals under the age of 18, and we do not knowingly collect data from minors. If you believe we have collected such data, please contact us immediately.

11. Changes to This Privacy Policy We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements.

12. Contact Us If you have any questions about this Privacy Policy or how we handle your data.


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