We are a retired couple and needed some updating on our ten-year old family trust. David recently helped us with some changes and the restatement of our existing estate plan. We found him to be...
Lee G.
9/5/2019
(3)
We are a retired couple and needed some updating on our ten-year old family trust. David recently helped us with some changes and the restatement of our existing estate plan. We found him to be...
I was referred to David by two colleagues and could not have been more pleased with his professionalism, knowledge and follow through. He navigated my family through a complicated estate...
David was willing to help me with an issue that he doesn't even practice! He was very friendly and knowledgeable over the phone. He pointed me in the right direction and provided good advice for...
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