Reviews

Mark has been doing estate planning for me and my family for about 7 years now. He is very knowledgeable, stays current with tax laws and is a very good listener. We sat with him for a few sessions, explained our concerns and needs and he undertook the task of creating an estate plan that met all of our needs. During that process, we met several times to review and fine tune the plan. I was pleased that Mark offered us some excellent insight into areas that we had not considered. I like that he is responsive when we have questions about some new issues.