William H. Gaggos

Mr. Gaggos has been very helpful with the planning of my mother's estate. He has told us the information that we need to know while being very honest and upfront with all the possible outcomes. He communicates well with my sister and I on what the next steps entail and is very available for any quest...ions we might have.

We were given Mr. Gaggos' name from our friend, who is also our financial advisor, so we knew we would be in good hands before our first meeting. We have been meaning to put together our estate and our will for a few years but never got around to doing it. We meet with him and everything was an abs...olute breeze. The first visit was in the office to gather the basic information of assets and who we wanted to appoint to handle our estate, our child, etc. Mr. Gaggos brought up several good ideas that we had never thought of due to his years of experience. Following our meeting, he sent us an email with access to an online tool where you review the documents, and can add comments, change things, etc. We had a final meeting in the office to sign all the necessary paperwork and all went smoothly. If you are looking for someone to assist with the task of your Will as well as a Trust, or anything related to your estate, then Gaggos is your guy.

Bill was referred to us over 10 years ago for estate planning services. We had young children, a home and other assets at the time so there was much to consider when establishing out Trust and Will He was extremely valuable in providing a road map and posing a variety of questions/scenarios as we ma...de decisions regarding Trust executorship, medical POA and guardianship for our kids. He made several other points we might want to consider when developing our estate plan. Over the years, we have consulted Bill on personal business matters and most recently worked with him to update our estate due to life changes. He has always been professional and thoughtful to ensure our personal affairs are in order as we want.