Shirley and I want to thank you for guiding us through this process. We found your professionalism and knowledge to be very valuable in guiding us to our desired goals. The process model Protecting Your Assets follows makes it easier for clients to work through the detailed and sometime difficult decisions that must be made. We found the time we spent with you to be productive and informative. The documentation you provide will be very helpful to us and our children in the years ahead.
Again, thank you for all you assistance regarding our Family Trust.
Bob & Shirley , Beverly