Thank you for your professionalism and help during our recent meeting with you to updates our wills and start our revocable living trust. Joe and I agree you answered every question we had and took away and confusion for us. This process is one that was not eagerly anticipated, but we have such a level of confidence now that it is done. Thank you, again, for your help.
This is to express my kind of gratitude for the way you handled my estate planning. Like so many people I did not realize that having a will alone is often not enough to protect the best interest of my heirs in this Napoleonic state. The two of you make a great team, one in presentation and one in preparation. I did not have to lift a finger. You did all the work in filing the investment company’s change of beneficiary forms, etc. I also appreciate how you protected my son, who is on disability, by advising me to set up a separate trust. It is a pleasure doing business with professionals like you.