Posted by John
My wife and I hired Tom after years of putting off our estate planning. Even though the process was a challenge for us, Tom was always helpful and patient with our concerns. He was very professional, thorough, and easy to deal with. He prompted us in the areas that needed to be discussed, then listened intently and mapped out our options, answering all of our questions along the way. He put together a very concise plan of action that includes regular follow ups. We are very happy that our estate planning is now in place. We would highly recommend Tom.
Posted by Donna
I hired Attorney Marks for Will and Trust and he was terrific. He spent the appropriate time with me and explained my options in detail, as necessary. Tom stayed within his quoted price and was extremely responsive to all my questions and time frame. I would HIGHLY recommend Attorney Marks for all your needs within his expertise.
Posted by Anne
My husband and I finally decided to get our estate and will in order after my retirement this year. Tom Marks was incredibly helpful- professional, thorough, and very personable. He listened carefully to what we wanted and needed, and then he laid out all of our options clearly. It is a great sense of relief to have all of our legal documents in place. I highly recommend Tom.
Posted by Lorraine
Tom is a very knowledgeable and helpful attorney to work with. We had all the estate planning documents to prepare but additional a special needs trust to set up for my son. Tom made sure all details were taken care of and completed all the beneficiary designations for us to be sure they were done properly for the trust. I would recommend him to anyone in need of legal assistance and will be using him again, myself, in the future.
Posted by Karen
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 knowledgeable 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.
Posted by Michael and Kathryn
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.
Posted by Richard
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.
Posted by Robert
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.
Posted by Madeline
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.
Posted by Beth
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.