Reviews

We used Dave for our estate planning. Very nice guy. We have a terrible schedule and he took calls from us at all hours and met with us on weekends. He works hard. He provided us with some ideas I had not thought of and I am not a financial planning novice. He is the real deal. Am referring him to some friends and I know they will be taken care of.

I was dreading meeting with a lawyer. I have a company and kids are involved so the issues are complex. I did not want anyone in my family feeling left out or alienated. Yet, I needed a good solid plan. Nobody had been able to help me to date. Dave was great. Could not be happier with the resolution to my issues.

Dave is a top notch lawyer. He gave us solid advice and was very responsive. We asked many questions and he could explain complex issues to us so we could understand them. His patience with us was admirable.

This guy knows his stuff. His estate planning ideas were really good. Turn around time on work product was great. Was easy to talk to. Will use him again.

Charged me for just talking to him on the phone for the first time ever- $380!!! And it was about a 15 minute phonecall. Never once informed me that he was charging me- or I would have never called him. Dishonest and took advantage of me. I would never recommend him BC when I politely called him to discuss the charges, he belittled me and told me I was wasting his time.