Posted by Exceptional Estate Planning Attorney
I have worked, as a CPA/CFP, with Mr. Hersch for the past dozen years. I have referred clients to him for his expertise on the preparation of their Wills and Trusts along with other estate tax planning issues. His knowledge and creativity has helped numerous clients over those years. I would refer anyone with a mid to sizable Estate to contact Mr. Hersch.
Posted by a Estate Planning client
Mr. Hersch obviouly has the technical expertise. However he has an easy to understand explanation of complex estate planning matters. After identifying what I needed, the documents were prepared, explained and summarized in a manor that allowed easy understanding. Copies of documents were organized in a binder along with a CD copy and instructions clearly noted. He has a program to monitor any changes that might be needed each year, which gives me confidence that my plans will be updated if necessary. I would recommend him highly.