Reviews

Too many people were invited. That caused delays, traffic and seating problems and chaos at hospitality tables. I left after an hour; much of what was covered did not apply to me. Please consider smaller groups: couples, single/widowed people and/or people with no children.

We feel the football game on Sunday added to the parking issues. The last time we attended at this location parking was not an issue. Debbie and I talked about the event on our way home. We feel the only new information presented was regarding the new 10 year redemption period for IRA accounts. Nothing was said about the new RMD requirements, but that may be a topic for the accounts. We appreciated the "no question" period. Many times the same question is asked by attendees. We suggest a type of round table sessions after the event with the four attorneys. Announce four different topics. Each one assigned to a different lawyer. We feel that too much time was spent on items that are not in the typical trust drawn by other attorneys and then you would announce that our trust already have provision or remedies for these items. We appreciate your knowledge and thoroughness on our trust. We are very confident that our trust will provide and protect us in the our future needs.

write ( this survey still doesn't work!!!!!!

It was a very knowledgeable and informative conference. Very much enjoyed the event.

We always feel that we are in good hands with Preston Estate Planning. The most recent meeting was very informative as usual. Thank you. We look forward to the next presentation. Paul and Katherine Malchiodi

The workshops are always informative and a great review. The last workshop did not have a question and answer at the end as in the previous one. If time allows, I think this would be beneficial since some of the questions asked are very enlightening. Regards, Gene Cobb

Very professional and helpful with any questions or problems. Go over and above to make sure our interests are protected. Appreciate the services they offer to our children as well.

This was the first time I was able to have a family member attend. It was important to me that certain questions be answered. All were answered and many others especially regarding The Secure Act. Family member now feels much more informed and comfortable with his duties when the time comes. Thank You

your presentation was well thought out and useful. every time we meet i gain more insight on my trust thanks for being you. ben martinez

Preston Estate Planning offers workshops that are very helpful and informative. But I find when every time when I have to update my trust, it is taking a long time to finalize and sometimes when I try to email with questions does not always get replies and have to followup with phone calls.

I AM REALLY SATISFIED WITH YOUR WHOLE APPROACH ---I AND MY DAUGHTER GO EVERY YEAR TO THE MEETINGS. I BELONG TO AN OLD PEOPLES GROUP AND I AM SURPRISED HOW LITTLE THEY KNOW ABOUT RETIREMENT --I KEEP RECOMMENDING YOU GUYS---ONE OF THESE DAYS I'LL GET THROUGH