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Reviews
Overall rating
Terrence halm
26 Feb, 2021
Highly informative, valuable webinar! Like having your own private consultation.
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Diane hardison
26 Feb, 2021
I feel pretty inept about our trust and finances. Listening to the Question and Answer Session really helps me to feel more comfortable, because I am hearing the trust-type vocabulary being used in context, explained in some cases, and it all just seems to make more sense to me afterwards.
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Cliff northcote
26 Feb, 2021
We really like the web presentations. When you held the talks in Mission Valley it was an 1 hr. plus drive. This much more convenient, even when we are traveling out of we can connect. Thanks so much!
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Theodore lavoot
26 Feb, 2021
Most professional and easy to understand, worth time invested 1 hr + enough to absorb material. IRA was answered. Unterstood gift vs loan,
Also keep gift under $15K so not claim it per this year. Our timeshare closure is still in process with Vistana who taking over a year to close out.
They claim Covid-19 is slowing it but I keep calling them monthly.
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Paul darbo
26 Feb, 2021
While I'm fairly financially savvy, the monthly webinars always teach me something new. Today it was a fact about life insurance payout tax status (you may think you know, but there's a twist). Preston creates trusts that really cover all the bases that many others overlook. And their continuing education discussions are great.
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John kohler
26 Feb, 2021
We are new family clients of Preston Estate Planning. We like them very much for their easy way of explaining complex estate planning issues, their open forums (webinars), and transparency. Happy with our choice.
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Audie goo
26 Feb, 2021
The Preston Estate Planning group is very helpful, informative and are trustworthy professionals. They have our complete trust!
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D chapin
26 Feb, 2021
Preston Estate Planning handled the estate of both my in-laws. The service was excellent. My wife and I curranty are Life Plan members and have receive excellent advice and service at a reasonable cost.
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Duane lucca
26 Feb, 2021
Important follow-up and thorough explanations for any Estate questions. Very thorough, complete Estate planning and follow-up! Great support team for planning Trusts and updates!
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Walter moeller
26 Feb, 2021
Preston Estate Planning has done a great job clarifying the complexities of estate planning and development of our trust. I highly recommend their services.
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Elizabeth tang-kong
26 Feb, 2021
Detailed relevant information is shared on a timely/current basis. Monthly discussions are excellent and easily explained and understood.
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Ann hornby
26 Feb, 2021
John and JM take the time to consider clients' questions and provide an excellent discussion that is understandable to those of us with no legal experience.
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