Posted by Carl
As a Financial Advisor I am always looking for Competent and Professional people to refer my clients to for services that I don't provide. This includes Attorneys, CPA's, Physicians and yes even mechanics. I started working with Susan about three years ago and was so impressed with her that I asked her to do my Estate Plan. Since then I have referred several clients to her for her to do their Estate Plans. I take my clients to her and sit in on most if not all of the meetings. The most common remark heard after the meeting with her is ".., wow, that lady knows her stuff, we like her."
Susan is competent, professional, kind and caring. She helps clients get through the sometimes difficult decisions they have to make concerning the goals and objectives of their Estate Plan. She guides them through the decisions of sometimes evaluating the strengths and weaknesses of their children and deciding who should be doing what in the plan. She gives them real examples of the consequences of their decisions and helps them understand the ramifications of what they decide. Always leaving the client in charge but gently guiding and explaining. Of course there is always the famous/infamous "What ifs?” However, with her caring and concern present at every "what if" she gently and lovingly guides the client through and to their decision.
She is heads and shoulders above any other Estate Planning Attorney (several) that I have worked with. I HIGHLY recommend her to anyone needing an Estate Plan or to review their existing plan.