David designed an estate plan which takes care of us, as well as our family. He took his time getting to know us and answered all of our questions. David has a way of making complex concepts easy to understand. His staff is very friendly and helpful. We actually had a good time planning for our disability and death. Go figure!
Professional and Knowledgeable - Highly Recommended
I was referred to David by a co-worker and couldn't be happier with his knowledge and ability to fully explain the intricacies of establishing a trust in simple terms. He is a true professional and made what I always thought to be a daunting task very pleasant. The overall experience was top-notch, and I would highly recommend David and his staff.