|MO||Good Standing, Active||1970||07/01/2017|
|Award name||Grantor||Date granted|
Posted by Mike O'Rourke
I have worked with David for many years with my trust. He is very diligent in making sure the trust is up to date with the latest law changes. We meet annually to review any changes in my assets or any life changes to maintain the trust.
David takes the time to be sure I understand any changes and how the trust affects my future. He also offers advice and tips on other aspects like insurance coverage, long term care insurance, etc.
Posted by Dave and Barbara
David designed an estate plan which takes care of us, as well as our family. He took his time getting to know us and answered all of our questions. David has a way of making complex concepts easy to understand. His staff is very friendly and helpful. We actually had a good time planning for our disability and death. Go figure!
Posted by Alan
I was referred to David by a co-worker and couldn't be happier with his knowledge and ability to fully explain the intricacies of establishing a trust in simple terms. He is a true professional and made what I always thought to be a daunting task very pleasant. The overall experience was top-notch, and I would highly recommend David and his staff.
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