Reviews

I have worked with Jim Lee over the past year and have found him to be knowledgeable, responsive, and prompt in his guidance of establishing my estate planning. Options were clearly defined and associated pros and cons were also clearly defined and explained. Jim set-up our will, several trusts for my family, ILIT account and several LLCs. He also spearheaded a valuation of my company which will impact future taxes paid on revenues. He answered all questions, some several times with patience and thoroughness. I strongly recommend James for estate planning.