Reviews

In August of 2016 I hired Mark to handle updating my Trust and ensuring it more adequately reflected my wishes. Mark and his team did a solid job of not only meeting my needs, but ensured that it was far more robust than what the previous two attorneys at another Milwaukee firm had done. Mark is professional, thorough and knowledgeable on Trusts and provided me with a great sense of peace knowing that I now have a sound Trust. I have already recommended Mark to a few friends.

My husband and I met with Mark and his staff 3 weeks prior to going out of the country on vacation. We did not have a will in place. Mark explained all our options very thoroughly and how a trust would protect our assets. We were very happy with Mark and his staff. We now have peace of mind that our daughter and grandchildren will be taken care of in the future.

My husband and I talked for some time about changing our will to a trust. The process seemed overwhelming so we procrastinated. Our friends referred us to Mark Rogers and we are glad they did! Our initial meeting was about 3 hours. Mark, Troy and Stacy took their time explaining and diagramming the details of our trust. They made it easy to understand and were very patient with our endless number of questions. We were leaving on a trip in 3 weeks and hoped our trust could be completed before we left. Mark was able to accommodate our request and paperwork was signed days before our departure. Mark and his team were extremely responsive. Our phone calls were always returned the same day often within an hour. We highly recommend Mark Rogers.

We absolutely agree with all the previous reviews of Mark. Our experience with Mark and his staff began in 2009 with our own estate planning. After completion of that we had the firm immediately establish and put into place a plan for our 94 year old mother (Tom's). At the time, she just had a simple will. Due to the expediency, efficiency and effectiveness of Mark and his team this "Plan" was established in "record" time. The month following the completion of funding the plan Mom passed away and we saw first hand how the process works. We know Mom would have been pleased with the results as were the members of our entire family. We have continued to use Mark Rogers on numerous occasions to counsel and advise us regarding our estate. Thank you Mark and Troy. Tom and Martha K.

When I first met Mark Rogers I was in a place where I had a lot of things to handle that I did not understand or know how to proceed with. I had parents in their 90's that we had just moved into a nursing home and I needed guidance with their trust and needed Medicaid help for them. Once I gave him the mountain of paperwork I had, he said "I'll take care of it" and he did. And of course everything had a deadline, never a question that it would be done. Whenever I got a letter or document in the mail I would call and the response would be "Send it to me " and it would be taken care of. Sadly, I have lost both my parents this year and now that our dealing are complete I realize just how fortunate I was to have worked with such a fine man. He was an un wavering professional, understood my worries (no judging!), returned call promptly, and made it easier for me to enjoy the time I had with my parents without stress. He is a completely kind man. THANK YOU MARK SINCERELY, Colleen C.

My husband and I attended a community class in our area where Mark was presenting about Estate Planning. This was something on our to-do list for a while, and it was an eye-opener to learn about all the options and what was all involved. It seems doing your will on-line was not going to be enough. We decided to schedule time with Mark to set-up everything with him. After a total of about 5 hours (split between 2 in-person visits), we now have a solid estate plan and a comforting peace of mind. He and his office handled everything, in a friendly, patient, coordinated and expert manner. The money spent to do this was worth every penny.

I met Mark 4 years ago through one of my financial advisers with Edward Jones. I knew that I needed to protect the assets I had accumulated at that point but really didn't know where to start. Mark Rogers and his team "held my hand" through the whole process and it was the smartest investment I have ever made. He was precise and to the point, which I truly appreciate.