I met with Tony to understand the basics of my grandmother's trust and how trusts work. Tony explained the differences between Revocable and Irrevocable Trusts and how a Will plays into the scenario. He also knows the tax law behind it all and can explain the potential implications of a larger trust. He illustrated the process from start to finish - beginning a trust, who can do what, re-assigning roles, amendments, and what happens when the Trust owner passes away. We only met for an hour, but the wisdom and information Tony conveyed during that time instilled a sense of peace and confidence in his knowledge that I did not know was possible! Tony is relatable and friendly and talks with you on your level. I would highly recommend Tony for ANY and ALL of your estate planning needs!

Tony has assisted me with my mother's estate. My mom became incompetent and cannot communicate. She provided me with no direction as to her wishes prior to losing her independence. Tony thoroughly, compassionately, and patiently educated me on all the issues and options, all of which I was unaware of. I now have an effective estate plan to comfortably care for my mother.

I met with Tony to understand the basics of my grandmother's trust and how trusts work. Tony explained the differences between Revocable and Irrevocable Trusts and how a Will plays into the scenario. He also knows the tax law behind it all and can explain the potential implications of a larger trust. He illustrated the process from start to finish - beginning a trust, who can do what, re-assigning roles, amendments, and what happens when the Trust owner passes away. We only met for an hour, but the wisdom and information Tony conveyed during that time instilled a sense of peace and confidence in his knowledge that I did not know was possible! Tony is relatable and friendly and talks with you on your level. I would highly recommend Tony for ANY and ALL of your estate planning needs!

Tony has assisted me with my mother's estate. My mom became incompetent and cannot communicate. She provided me with no direction as to her wishes prior to losing her independence. Tony thoroughly, compassionately, and patiently educated me on all the issues and options, all of which I was unaware of. I now have an effective estate plan to comfortably care for my mother.

I met with Tony to understand the basics of my grandmother's trust and how trusts work. Tony explained the differences between Revocable and Irrevocable Trusts and how a Will plays into the scenario. He also knows the tax law behind it all and can explain the potential implications of a larger trust. He illustrated the process from start to finish - beginning a trust, who can do what, re-assigning roles, amendments, and what happens when the Trust owner passes away. We only met for an hour, but the wisdom and information Tony conveyed during that time instilled a sense of peace and confidence in his knowledge that I did not know was possible! Tony is relatable and friendly and talks with you on your level. I would highly recommend Tony for ANY and ALL of your estate planning needs!

Tony has assisted me with my mother's estate. My mom became incompetent and cannot communicate. She provided me with no direction as to her wishes prior to losing her independence. Tony thoroughly, compassionately, and patiently educated me on all the issues and options, all of which I was unaware of. I now have an effective estate plan to comfortably care for my mother.