Reviews

Good session. Addressed a lot of the questions I had on estate and inheritance taxes. Thanks a lot.

The session of Q and A was very informative. I would suggest that a short summary of questions and answers from all sessions be posted on line following the sessions.

VERY informative. Others questions were the same as mine so I did not have to ask.

Yes, I did enjoy your recent workshop. One learns from other clients questions. It always seems we do not know or fail to remember so many things. I do, as well, like your agenda workshops. Thank you for the multiple time slots. I am the caregiver for my husband and this allows me to select the best time to get a caregiver for him. Our son now attends your work shops, with me, and finds them very informative and should be helpful to him as he has not been involved before. Would it be possible to print some of the informative questions, to all, in your monthly publication? I look forward to receiving it each month. This was my first "no agenda" workshop. Thank you.

The Preston Estate Planning has handled our Trust since 1988. We are now working under the Sixth Amendment. While in years past we handled estate planning by a shake of the hand and a smile, we have grown into a nightmare of laws and more paperwork. John and members of his firm have led us through the maze several times. In the last seminar, we learned more about the trials and tribulations of distribution of assets than we could ever have imagined. The annual review of the Trust Agreement has been extremely helpful for our future plans. I know that when we have the need, the "Preston Gang" will be there to assist. Thank you, John and staff!

The only other meeting we had attended was the one, I think it was in January in Mission Valley, that was packed to the gills. The meeting on September 13th, also in Mission Valley, was much more enjoyable due to the number of people in attendance making it very comfortable, the ability to ask whatever questions you had, and the length of the meeting. We appreciated the way the questions were repeated by the facilitator so everyone could hear (my husband is hard of hearing), the way the three men shared answering of the questions, and the fact that the vocabulary used in answering the questions was pretty much understandable. It was definitely worth attending.

Good pace to the meeting & I got my question answered in sufficient detail. I really appreciate that it moved along quickly. Well done!

We have been with Preston organization for many years and we have nothing but great services from them. The best thing is that they take care of our estate planning and protection automatically without almost any effort from our side. They used to have quarterly videos mailed to us so we can keep updated on various topics and now we can get online. The frequent big physical gathering presentations in Northern California have been very helpful to keep up with all new changes regarding to our estate planning too. The new Q&A sessions newly started are superb to attend and we will always attend just to listen to their presentation as well as many questions asked during the session. The last one held in San Jose was great. Previous one in Walnut creek was held in a small room which was not that great but information we got was great and helpful. We are glad that we have joined Preston's great group taking care of us even geographically we reside in Northern California for which we have not had any problem with their services.

Excellent legal design and support of Living Trust. Sometimes a little confusion about detailed paperwork required for complete registration of assets and transfer of estate assets. Probably need at least annual review of components.

very nice to work with