Based on 3 reviews
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Posted by Jenny, a Estate Planning client,
We feel very lucky that we were introduced to Chuck. He is incredibly knowledgable and really listened to what our concers and priorities were. We now feel so much better knowing our estate plan is in place and our child will be well taken care of if something happens. As a father, Chuck really understands what is needed and important to plan for. He never talked over our heads, and he didn't push us into anything. Everything was our choice. He explained everything so we could understand what he was talking about and encouraged us to ask questions.
Posted by Margie and Gary, a Trusts client,
We have investigated a living trust before but not taken any action. Then we listened to Chuck speak before a group on trust and wills. That's when we decided that we would be comfortable with Chuck. Our one-on-two interview exceeded our expectations. We were completely at ease drafting our blended- family trust. The completed project was exactly what we wanted. His follow up and availablity reinforces our five-star, excellent overall rating. Highy recommended.
Posted by Roland,
I just want to say that Chuck is great to work with when it comes to business & estate issues. He is very detailed and always has the client in mind. Chuck is very flexible and I would recommend him to everyone.