Reviews

“Financial Peace University made it clear we needed to have a will in place. Marc guided us through the entire estate planning process and helped us to pick instruments that would not only protect us and our estate, but would also protect our children and grandchildren, create a living will and long term care instructions. Marc thoroughly explained all the sections in our Revocable Trust and how to fund it. I respect his Christian values while guiding us only to what we needed. A+++ service.” Paul & Pam

Marc is a thorough and dedicated planner. I appreciate his commitment to getting his clients' world and crafting plans that are thoughtful, meaningful, and thorough. And, he's a terrific person too!

Marc is very thorough, and listened well to our needs. His process was clearly explained, and documented for the required follow-up steps. He also answers his phone and returns calls - rare for a lawyer! Highly recommended for estate planning.

Our experience with Marc during our Estate Planning was excellent. Marc is an expert in all areas of planning, and made establishing our Trust as easy as could be. He explained all aspects in detail, and was always available to make any changes we desired. Marc is very professional and the package he prepared for us is complete, thorough and understandable. We highly recommend his services.

Our experience with Marc Carlson was first rate. Marc stepped my wife and I through the legal process of setting up our Estate Plan. This would normally be somewhat complicated for us but, as he set up our estate plan after several short meetings we had our plan in hand. We understood his approach primarily because of his excellent communication skills and his professionalism. We would not hesitate to recommend Marc Carlson for all your legal needs!! Kurt and Mary/ Longmont, CO