Reviews

David Rosen has been a great help to us in protecting our assets with a Revocable Trust and was very thorough in explaining our options. His professionalism, yet affable demeanor were a great aid to us in making us more comfortable with our choices. I highly recommend David Rosen to anyone in need of an estate lawyer. I particularly like his openness to receive calls with questions of concern. This feature makes him accessible whenever you need him. Thank you David for your wonderful service.

David Rosen set up an irrevocable trust for my mom. He was very professional and presented himself well. He responded quickly to our questions and concerns, even after the trust was completed.

Having become acquainted with Dave Rosen via his educational seminars, I utilized Dave's services in the creation of a Will for the management of my estate. I was extremely pleased with his capacity to enable this challenging process to flow so smoothly. Dave was knowledgable, efficient in informing me of the numerous details I needed to know, and generous with his time. After completion of the Will, my son requested clarification of specific factors entailed and Dave graciously conversed with him with no additional charges. A year or two later when my sister needed an attorney to create her Will in another state, he was also able to refer her to a reputable estate attorney in her location. I would strongly recommend Dave Rosen as a highly competent attorney in the field of Trusts & Estate Planning. Linda Ennis

My husband and I met David in 2019 at an informal information session regarding Estate Planning. He was very personable, knowledgeable and quite pleasant to engage with. He explained quite clearly the process we would go through and was very patient with all our questions. We opened a Trust through David's service and also set up a small investment account. This took place prior to Covid. Throughout all the quarantining and uncertainty, David kept in touch to make sure we understood the statements we received regularly and to keep us abreast of the market conditions. We felt in really good hands knowing David was watching out for us and our investment. We couldn't have had a better Experience!

David Rosen has a unique and entertaining way of explaining what can be very complex retirement and estate planning issues. He reviews the basic steps everyone should take in the planning process and explains the relevance and importance of estate and health care documents. I had a very positive experience working with Attorney Rosen. Trust strategies were clearly explained and implemented, custom estate documents thoroughly discussed and prepared, and investment guidance options offered. I would highly recommend Attorney Rosen.

In May 2015, we contracted the Rosen Law Group to discuss drafting an estate planning portfolio for my wife Marcia and I. In that month, we had two meeting with David to discuss our needs and interests. At all times David was a good listener, he asked numerous pertinent questions and made many useful suggestions. This resulted late that month in a document that included a Living Trust Agreement for both Marcia and myself. The final volume was very well written and especially well organized with multiple chapters such as “Power of Attorney, Certificate of Trust, Trust Assets, etc”. The entire process was painless and relatively inexpensive and we are pleased with the final product that, as far as we can tell, provides both of us the protection we require in the even of a death or incapacitation. We would have no hesitancy to recommend David to others.

David and his team have been incredibly helpful in estate planning for our family. These conversions can be difficult and confusing, and his approach made my wife and I both feel comfortable and simplified the complex world of tax law and estate law so we could have confidence in our decisions. Highly recommend!

My wife and I contacted David Rosen about estate planning. He explained to us clearly what he recommended we do, provided us with complete and thorough guidance in setting up our will, provided useful consultation about avoiding potential pitfalls, such as avoiding probate and setting up our inheritance in a way that would decrease stress and conflict between our children. He provided us with a well organized set of estate planning documents. I have recommended him to one of our adult children who lives locally.

I met David at his Estate Planning workshop/dinner. I made an appointment with him to create and review my estate plan. He was fabulous. No pressure. He answered all my questions, was very detail-oriented and walked me through the entire process at my pace. Even after my estate plan was complete, David has always been very responsive and available to answer any questions and make recommendations--a rare find. I give my highest recommendation of David.

David was everything we could have hoped for. He set us up exactly as he promised putting all of our concerns about our future into an easy to understand document. All of our further questions David answered right away without hesitation. David takes a personal and professional interest in all of his clients. We would not hesitate to recommend David to anyone.

I met David Rosen a few years ago at a workshop he was hosting regarding Wills, Trusts, & Nursing Home Asset Protection. I was very impressed with his presentation that evening. I made an appointment to meet with him for my Estate Planning Portfolio. The verbiage can be difficult to understand, but, David explained all the details so I could comprehend every aspect of the paperwork. I highly recommend Rosen Law & Financial for financial and estate planning.

My wife and I highly recommend David for your trust requirements. We first met David at one of his seminars 7 years ago having just moved to Boston from Seattle. We needed to have someone review our family trust to insure it met Mass requirements. We found David to be very responsive, sincere, and helpful on all the changes required. He has continued to be responsive and helpful on any questions I have had since then. My daughter and husband have also used David and were extremely pleased. My daughter has recently used him again to modify her family trust- again very pleased with his responsiveness and help. I highly recommend David to do your trust.