Reviews

All reviews 3.0

Avvo 3.0 Top review highlights

Overall rating

3.0 2 reviews

Anonymous

28 Nov, 2023

He helped explain an incredibly smart plan that helped my kids to get what they deserve.

Stan

24 Jun, 2015

I am the accountant for a high wealth family that uses "Oz" for their estate planning. Oz has done a great job of explaining the plan, and maintaining all documents and filings current. The plan has some very innovative features that fit the family dynamics perfectly.