Thomas Joseph Marks

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 were referred to Tom Marks by a respected financial advisor. From the first contact, I was impressed by his organized way of dealing with us about our wills and other estate-associated documents. He was always helpful, educational, thoughtful, patient, friendly, and responsive. And, ...I am very happy to say, he has an excellent sense of humor. It's hard to say that any legal process is fun, but we enjoyed each of our sessions because he did the tedious parts, and we got a focused, understandable education on how the proper documents could make make life easier for our descendants. The most painful (and necessary) work we had to do was collect our financial account numbers and passwords. As he recommended, we made several beneficiary changes to our financial accounts that will make their transition much easier. (Having been an executor for my parents estate, which had been done without as much planning, I knew how lengthy and difficult the end-of-life account transfer process could be.) We will be contacting Tom Marks whenever we need any of the services he offers.

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.

A friend referred me to Tom when I was looking for an Estate Plan lawyer. When I first met Tom he gave me great advice when I was looking to create an estate plan. He suggested things that I never even thought of doing. Tom is very knowledgeable and explains everything so well in detail so that I... could understand the whole process completely. If I had a question, he was able to explain it clearly. Tom is very personable, friendly and accommodating. I would highly recommend Tom to anyone looking for an estate plan lawyer.