For years we have talked about getting an Estate Plan/Final Will in place for us but as you know it is something most people don’t like to talk about and take action on. Even after we saw several advertisements in the newspaper about your “Free Estate Planning Event,” we still hesitated to take action. Finally, in December 2015 we did sign up and attend the event.
The event was very informative and opened our eyes to many things we didn’t know and had never even thought about. We were so impressed and surprised at the fact there was no pressure to take any action or sign up for anything once the presentation was over. Just straight forward questions and answers to individual questions one might have at the time.
We did however sign up that very night and are very glad we did. It was a pleasure working with you and appreciate that patience you had while walking us through the process. Your guidance in setting up an Educational Trust Fund for our great-grandchildren kept us from making mistakes that could have caused problems and even cost us money in the future.
Again it was a pleasure working with you and your Assistant, Mary. We appreciate the guidance you gave us throughout the process. We wouldn’t hesitate to recommend your services to other family members, friends, and associates.