Reviews

This was my first time in one of your meetings. It was excellent. Thank you so much for your calm, steady professionalism .... in dealing with people during stressful, emotional times, such as incapacitation or a death, the steady --- non - emotional -- advice and guidance is so very much appreciated. Thank you. It was reassuring to know that the main thing to tell Son # 1, the co - trustee ( ?? ) ( am still working on learning which title to use with which children ) ... in case something happens, is that he is just to call your office and he will be led through the steps he needs to follow. Have a Great Month and I am looking forward to the next webinar and am also looking forward to viewing the ones you have done in the past -- learning what you have already taught / shared.

My wife and I have been clients of Preston Estate Planning since 2016 and have been very pleased with the service that they have provided us. We certainly appreciate the educational seminars that they have provided us, particularly during the current shutdown via the webinars. They also have been very responsive to the questions that have come up over the years.

Preston Estate Planning does not do a trust for you and then you are on your own. They keep in touch with you. Before the Pandemic they had yearly seminars about how new laws effected your trust and another seminar on questions people asked them. With the pandemic they have monthly online seminars on questions people ask about their trust and trust laws. They also have a plan where you pay a yearly cost and you can contact them anytime without cost to review your trust or make changes to your trust when you estate situation changes.

It would be so much more helpful if you used voice recognition software to be able to see the written word for those of us who do not hear very well.

Excellent--keeps us up to date with the fast-changing rules, and a great opportunity to ask questions.

The discussion of the proposed death tax was interesting, enlightening, and genuinely scary. You bring subjects up that must be addressed in all our busy lives. thank you.

there's HUGE and very professional coverage of Trust.

They have done an outstanding job of protecting my assets and teaching me how and why they do the documents the way they do! As a bonus, they do not charge for changes/updates to my documents. There is always something to learn in their monthly meetings/webinars that are only an hour long! Love them and what they do for us!!!

Every time we've had questions about the estate, we've gotten very clear, concise(as much as possible) answers. Mr. Preston set up our estate decades ago, and we've always been very happy with the program and everyone we've dealt with at Preston Estate Planning. We feel very well taken care of. They're not cheap, but this is probably the most important area where you want to get what you pay for, and their advice/services are so very much worth their fees.

all info was essential, informative, educational, and of importance to me, and done by competent, friendly people

Enjoyed content of webinair; however, I find the cute banter between father and son annoying. Respectfully trg

My first experience. Found it very interesting, I now have some ideas to think about even though they don't apply to me. For me it is information overload, just me saying, I must say I have learned things but what am I going to do with it!