Thomas Joseph Marks

We recently completed our Estate Plan with Thomas Marks, Esq and highly recommend his services for your Estate Planning needs. With a carefully thought out timeline, attention to detail, expertise and friendly demeanor, he ensured that we understood each step of the way and that the process went smo...othly. We now have a complete Estate Plan and are reassured that our wishes as well as plans for our loved ones will be fulfilled. Thank you!

For years, my husband and I have been talking about establishing an estate plan and finalizing our wills. However, we didn’t know where to begin or who to see, so we kept on procrastinating, worrying all the while. All that changed when we were referred to Tom Marks. Not only is he very knowledgeabl...e and professional, but friendly, caring and kind. He has a great sense of humor, too. If you didn’t understand something, he would explain it differently. We had many complex issues and questions, which Tom addressed in detail. He worked with us over several sessions to create our wills, health care proxies, and an individualized estate plan designed to meet our specific needs. We are very pleased and relieved that the procrastination is over. Unlike other lawyers who charge by the hour, Tom charges a flat fee no matter how long the sessions run, or how often you need to email or call him. Even though our plan has been finalized, it is comforting to know that we can continue to call Tom with questions. As for the sessions, some were held at our house and some at his office, where he allowed our little dog, too. No, we didn’t leave the estate to the dog, but Tom did make sure we indicated who would care for him if something happened to us. We highly recommend Tom for his outstanding skills on all levels, personal and professional.

When Kathy and retired this year, it was time to establish our estate plan for our future and for our children. Over several meetings at our home, Tom Marks did an outstanding job in giving us a "list" of items to produce, an evaluation of who we are as age, health, investments, family dynamics, and ...future goals. We feel Tom has created a personal estate plan for Kathryn and me, that will allow our children to handle our passing with limited issues and few delays in money matters whenever that time occurs. He was very professional, very personable and friendly, and had excellent knowledge for legal and taxable issues we potentially will face down the road. We highly recommend this professional lawyer for your estate planning.

My wife and I hired Atty. Marks after a reference from an associate of ours. We wanted Wills, Healthcare proxies, Power of Atty., trust for each of us, and an irrevocable trust for our home. We met with Tom for an hour to explain what we want to accomplish. We had laid out how trust payments would be... handled and by whom. It was very simple ( I thought). He took all the time we needed to explain the laws and why we could not do what we wanted, but showed us how to accomplish our goals with the best financial results possible. We will pass wealth to our families with the bare minimum of taxes. Attorney Marks made our four meetings very pleasant. Although he knew more about this than we did he made us fell very knowledgeable about the process. Our trust , the way we wanted it, was more involved than what I've heard about beforehand. This was not a problem for Atty. Marks. He explains, he answers phone calls, he responds to e-mail, and he answers every question. The entire process of planning after my passing was comfortable. Our estate planning has been complete for 4 months now and Tom is still available to answer any questions we come up with. The cost of his service was low compared to the effort and service we received. I would hire him again.

Tom helped my husband and me with our estate planning needs which included wills, health care proxy, HIPPA, power of attorney, and trust. He was very helpful and knowledgeable. Everything was done in 4 meetings over 2 months. He was also available by e-mail and phone whenever we had questions while... preparing the information for the documents. I highly recommend Tom for your estate planning needs.