Terry Cipriani

In August 2013 I attended an elder care luncheon presentation from one of Long Island's big estate planning firms. I had concerns that maybe the simple will my husband and I had was not enough. I called our general practice lawyer and he referred us to Ms. Cipriani in order to review our will and de...termine if we were in need of additional protections. We found Ms. Cipriani to be very knowledgeable and informative. She is an easy to work with professional. Ms. Cipriani is a pleasant and straight forward counselor. No question is "too stupid to ask." Time at each meeting allowed for our questions to be answered. The time frame between the initial consultation and review of our plan allowed us to digest all the information and gather the additional items she requested. Upon review of all our individual assets, which included a vacation home in another state; separate banking, retirement and investments accounts for each of us and; multiple desired beneficiaries in addition to our one child, Ms. Cipriani advised us as to what changes we should make as well as how to make them. She developed a comprehensive estate plan and thoroughly reviewed it with us before execution. Ms. Cipriani is available for follow-up questions and clarification. I wholeheartedly recommend Ms. Cipriani without reservation.

In August 2013 I attended an elder care luncheon presentation from one of Long Island's big estate planning firms. I had concerns that mayIn August 2013 I attended an elder care luncheon presentation from one of Long Island's big estate planning firms. I had concerns that maybe the simple will my hus...band and I had was not enough. I called our general practice lawyer and he referred us to Ms. Cipriani in order to review our will and determine if we were in need of additional protections. We found Ms. Cipriani to be very knowledgeable and informative. She is an easy to work with professional. Ms. Cipriani is a pleasant and straight forward counselor. No question is "too stupid to ask." Time at each meeting allowed for our questions to be answered. The time frame between the initial consultation and review of our plan allowed us to digest all the information and gather the additional items she requested. Upon review of all our individual assets, which included a vacation home in another state; separate banking, retirement and investments accounts for each of us and; multiple desired beneficiaries in addition to our one child, Ms. Cipriani advised us as to what changes we should make as well as how to make them. She developed a comprehensive estate plan and thoroughly reviewed it with us before execution. Ms. Cipriani is available for follow-up questions and clarification. I wholeheartedly recommend Ms. Cipriani without reservation.be the simple will my husband and I had was not enough. I called our general practice lawyer and he referred us to Ms. Cipriani in order to review our will and determine if we were in need of additional protections. We found Ms. Cipriani to be very knowledgeable and informative. She is an easy to work with professional. Ms. Cipriani is a pleasant and straight forward counselor. No question is "too stupid to ask." Time at each meeting allowed for our questions to be answered. The time frame between the initial consultation and review of our plan allowed us to digest all the information and gather the additional items she requested. Upon review of all our individual assets, which included a vacation home in another state; separate banking, retirement and investments accounts for each of us and; multiple desired beneficiaries in addition to our one child, Ms. Cipriani advised us as to what changes we should make as well as how to make them. She developed a comprehensive estate plan and thoroughly reviewed it with us before execution. Ms. Cipriani is available for follow-up questions and clarification. I wholeheartedly recommend Ms. Cipriani without reservation.

Terry Cipriani helped my family in two (2) Estate dispursements and in immediate family Estate Planning. Terry guided us with clear explanations of options and processing of selected measures. These included processing two (2) family wills in which my wife was appointed Executor (something she had ...never done before) and establishing our personal estate plan; including our wills, health proxies, and setting up trust for our children. We were and are completely satisfied with the progression and outcomes of these endeavors.

WE WENT TO TERRY AFTER MY MOM HAD TWO STROKES AND WE WERE DEALING WITH MULTIPLE ISSUES FOR HER CARE AND ESTATE PLANNING IN ADDITION TO MY FATHER'S ESTATE AND HEALTH CARE ISSUES. SHE WAS KNOWLEDGEABLE AND EXTREMELY EASY TO DEAL WITH IN THE PREPARATION OF WILLS, POA'S, HEALTH CARE PROXIES AND VARIOUS O...THER DOCUMENTS. SHE MADE US ALL FEEL AT EASE. I WOULD HIGHLY RECOMMEND HER SERVICES.