Reviews

Marc was wonderful! He provided excellent guidance and advice on the language of a confusing trust document to help me navigate the legal issues. Marc is obviously very knowledgable and is an excellent communicator. I would recommend him to anyone who needs help with a will or a trust.

I found Marc to be very helpful in taking care of my needs. He was very thorough in all the subjects that was needed to be addressed.

We started our estate planning with Marc in 1996. My father passed away in 2015 and everything went exactly as planned. Marc and his staff provide excellent service, it is professionally handled and they are a pleasure to work with. They helped us work through a delicate situation among siblings with understanding and patience. Our estate could not have been handled any better.

Marc was prompt in responding to my tax question. He gave me good advice on how to handle a difficult tax issue.