Terry Cipriani

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.

It was a good day when we found Terry and decided to retain her to put Mom's affairs in order. What a terrible mess her affairs were in. Terry quickly put us at ease and very professionally began putting things into a working matrix for us. Mom's investments were all tied up in bearer bonds, mul...tiple investments, real estate in Florida, CD's and bank accounts. Terry needed to change a poorly, and previously written trust into a trust that would better protect her assets. She was able to have all of her Florida real estate and other assets placed into a properly written trust. The company holding Mom's bearer bonds would now accept the power of attorney signature created by Terry. The New York lawyer that had done the original trust used language that wasn't acceptable by any of Mom's banking institutions. This was all taken care of by Terry. We have, and will continue to recommend her services to any that ask.