Carole Marcy Bass

Carole is a fantastic adviser. I am a lawyer with a strong tax background; my wife is a sophisticated business woman but with little background in estate planning. We also own a small business that we hope to pass on to our children. We asked Carole to design an estate plan for us. In addition we... asked her to explain her advice at a level that was accessible to my wife, but that also challenged my legal background. With her knack for making the complex seem simple, she walked this line with great grace. We have both learned to trust her knowledge and judgement. We recommend her without reservation.

My wife and I have been using Carol for many years. We initially engaged her to prepare our wills and over the years we had her revise them a number of times. Recently we engaged carol to prepare two Grantor Trusts. She is in total command of the subjects in her specialties. We like that she is a v...ery responsive, warm and personable person to deal with. I am an attorney and my evaluation of her is A+.

Smart, knowkedgable, kind, caring... all words that come to mind when I think of Carole! I have been a client for over 10 years. Carole has partnered with me to execute my will and prenup. The whole process seemed daunting to me but Carole was wonderful. She walked me through the process and explai...ned thoroughly , helping me to make the best deicsion for my needs. I highly recommend Carole!

Our family has worked with Carole Bass for over four years. She is professional, smart, honest, knowledgable, compassionate, reasonable, and hard-working. Carole is a terrific estate attorney who gets things done on time and with discretion. Plus, she knows, and recommends, talented advisors includ...ing accountants and other related professionals.