Reviews

Alan assisted me with my estate planning. He is an excellent communicator and answered all my questions. Alan and his staff are extremely professional, would highly recommend.

Alan just finished our estate planning and was very pleased with his knowledge and expertise in this area. Nice young man

Alan listened very carefully to our needs and situation. He spent a good deal of time making sure our Special Needs Trust would be set up in a way to protect our children's needs. In the end, we decided to use only a revocable trust, but it was set up in a way to be able to set up a Special Needs Trust for our son in the end. It all was quite complicated (to us) but he was patient, responsive, and thorough. We are very pleased with our final products and would recommend Alan for estate planning.