Reviews

This review is for Sharon Perlin who is an Attorney at Flaccus Law. It's easy to have an estate plan written. It's also easy to put off having an estate plan written, or in my case, updated. Ten years ago we managed to write estate documents including wills, health care directives, organ donor instructions, burial instructions and other estate planning documents, but ten years later, despite job changes, a new house, investments, etc. they had never been updated. And, while I suppose out of date documents are better than no documents at all, as we prepared to head on an extended vacation to a sometimes unstable part of the world, we thought maybe this is a good time to update everything. The first time we did our estate documents it was at one of the fancy downtown law firms and while we were perfectly happy with the outcome, you couldn't help but be aware of the setting and the fact that every half hour meant another $150 to the bill. This time around we made a conscious decision that we wanted to stay away from the high priced, high rise firms and find someone in our neighborhood who could provide personalized care and advice in a more casual and affordable way. Meeting with Sharon for the first time we immediately felt comfortable. She is warm and friendly and as we started talking about our estate documents and our objectives for updating them, it was also clear that she is very knowledgeable. Sharon also has that important ability to take complex legal concepts and distil them down to layman's terms. At that initial meeting and subsequent conversations Sharon took us through a thorough recap of all the elements of our current documents and, section by section, walked us through changes we might consider and why. Her suggestions were based on sound logic and at all times we felt like our estate planning goals were front of mind. The entire process took a few weeks with the final visit to Sharon's office to actually sign the new documents. As we were just about to take off on our vacation, Sharon was gracious enough to mail hard copies to our estate executor. Taking the time to create an estate plan is a responsibility that all adults should take seriously. There is simply no reason that anyone should ever pass without having their estate in order. Don't have an estate plan? Need to have your estate plan updated? I would wholeheartedly recommend Sharon. I would also not hesitate to use her for any of the other legal areas that she specializes in, including trusts, probate and probate litigation, guardianships, and IRS tax controversies.