Reviews

Recently my aunt passed away leaving behind an estate that had property in two different states (WA and PA). At the time we felt overwhelmed not knowing where to start. Anna helped my family walk through the different tax considerations for each state, consulting with attorneys in PA to make sure all details were considered and covered. Every step of the way she made us feel like our concerns were being heard and was always available to answer our questions. My family not only appreciated Anna's knowledge and expertise, but also the patience and time she devoted to making sure we knew what was happening and that we understood all of our options. We feel so fortunate to have had Anna advising us during a difficult time for our family.

Anna helped my husband and I draft a will for our family. It was one of those tasks that we dreaded doing but Anna made the whole process easy to understand and painless to follow through on.

OK, this was a great experience. My wife just had twins! That made me think I should have some plans in place. A colleague at work referred me to Anna Cashman for financial, estate, and 'future' planning. She walked the 'four' of us through the process, which Anna made very simple, straightforward, and easy. It showed us how knowledgeable she was. Boy do I feel great having a plan for my new family. Thank you Anna, keep up the GREAT work!

AMAZING! What a wonderful experience in Estate Planning with Anna Cashman. She is very knowledgeable and experienced, with many great ideas. We needed Estate Planning to span over three generations - from parents' needs to college funds for grandchildren. Anna effortlessly fit all the pieces of the puzzle together. She gave us a tremendous sense of security in our planning. Best part - is how workable she is, spending time and patience explaining, guiding, and finalizing. Oh, also making a 'house call meeting' for our convenience! I highly recommend Anna for anyone’s Estate Planning needs! Easy, Knowledgeable Estate Planning!

Anna helped my husband & I draw up our Will and Power of Attorney documents after the birth of our first child. Not only was Anna incredibly knowledgeable but she was also very helpful in explaining our options. Most importantly Anna took the time to listen to and understand our goals. For the novice, first timers that we were, we found Estate Planning overwhelming but Anna made the process so easy. She followed up quickly when we had questions and very tactfully checked in with us when we were slow to respond or the process was delayed on our end. I highly recommend Anna for anyone’s Estate Planning needs!

Anna Cashman recently helped my husband and me with our estate planning. She was a complete pleasure to work with-- friendly, professional and accommodating. The whole process was completely new and unfamiliar to us, and she walked us through the process so that it was manageable and easy to understand. I would highly recommend Anna Cashman to others looking for help with estate planning.