Great staff, very helpful with their extended knowledge base.

Very helpful and thorough - we had a fairly complex estate planning task and Doug and team did a great job.

Doug and his staff are amazingly helpful and professional. From the very beginning of our planning process they have answered every question, many before we even knew what to ask. Professional and timely communications has helped us to get all of our documents taken care of and help us to relax knowing that everything is ready for "that day."

Thanks for the help getting my trust set up. Doug is very well trained to make sure your assets are kept safe. Excellent work. Thanks..

Very professional and great knowledge. Spent several hours with us.

Doug and his staff were marvelous at helping me go through the process of arranging my mother's estate. I never would have gotten through the Medicaid process without them. I highly recommend Doug. Very professional and thorough.