Reviews

My husband and I were very happy with the detail Peter put into organizing our estate planning. He connected with our financial advisors to iron out legal issues in transferring life insurance trust to our estate. We felt good knowing that we tied up a lot of loose ends and were able to plan for the future needs of our family. Would highly recommend. Peter is caring, thoughtful and very skilled at what he does. The staff he works with is also very pleasant to interact with.