Reviews

Smart

Friendly, professional and to the point

Antiquated view of estate planning, may work for some but did not for us. Could not and would not explore options other than what he believed to be right/best. When questioned about his view, approach or knowledge the response was very condescending and he pointed out several times his credentials and expertise as the reason why we should only listen to him. Not a supportive experience when grieving the loss of a loved one. Updated: Please note that when he doesn’t like the comment or review he changes the response to you are not even a client. My mother most definitely was a client and when we didn’t agree with his recommendation he dropped her as a client. And then 3 months ago updated his response to say I’m not a client but my mother and deceased step father were his client. I was at the meeting in which this review was based on. He also deletes negative reviews.

I do not suggest him for anything. We retained him for an estate and he never answered calls nor returned them. He never wrote letters he was supposed too. Left out $200 I paid on the bill. Etc. What should have taken a couple months took almost a whole year!!! I don't recommend him for anything! And as you see from his reply... he makes no sense.. if I'm not a client how did I receive a bill???? What I am upset about it $200 was paid and was NOT applied.

Answered my questions that I had. He was very professional. Greatly appreciated that he took the phone call.

Taking Care of Business. Thanks!

Very nice, easy to deal with, very thorough.