Jim and Maggie Wingate, Baton Rouge, LA

We attended an estate plan seminar held by Paul Rabalais in the fall of 2015. He explained things so well that we understood the importance of protecting one’s estate from probate and taxation. Also, the staff was pleasant and knowledgeable. The Portfolio of our trust, with all papers in their respective place, was a plus I really appreciated.
-Jim and Maggie Wingate