Richard Farrell Bozard II

After my husband passed away, my attorney provided invaluable support in navigating and updating my estate plan during an incredibly difficult time. He guided me through the execution of a codicil to my Will, a new Advance Medical Directive, updated Medical and General Durable Powers of Attorney, and... an Amendment to my existing Revocable Trust. Once I explained my objectives, he knew exactly what needed to be done and made the entire process straightforward and manageable. He also offered insightful advice on updating beneficiaries on financial accounts, avoiding probate, ensuring all real estate was properly titled in my trust, and even how best to handle my vehicles. He is a highly intelligent, efficient, and effective attorney—professional, compassionate, and exceptionally knowledgeable. I recommend him without hesitation.

My wife recently passed away and it made me realize that you need more than just a will to set your kids up the best way. I consulted with Richard on what I may need and he recommended and irrevocable trust in case I need long term care and a trust for my assets to allow my children immediate access... upon my death. He is extremely knowledgeable in this area.