Marc R Carlson

A friend at church referred me to Marc Carlson after my husband had a severe debilitating brain stroke. Marc was very compassionate, caring, knowledgeable and efficient in helping me set up a complex conservatorship court proceeding. It was a very difficult time in our lives but Marc 's terrific hel...p during this time was such a relief. Marc also used his expertise in setting up a revocable living trust plan for my husband and myself. I would highly recommend Marc. He is a very skilled, competent and professional lawyer.

Marc walked us though legal complexities, showing us the best way to avoid estate taxes and probate. He helped us refine our goals. The process of organizing our estate became a springboard for some deep family conversations. As we presented our plans to our children, we had the precious opportunity... to talk about our values and dreams for them, far beyond the dollars they would eventually inherit. Marc was approachable and knowledgeable. He translated legalese into something that made sense for us. He showed us options and let us choose the best for us. We felt we were in good hands.

After losing my wife to cancer at age 57 and remarrying seven years later, I needed to do some extensive Estate Planning for my blended family and to provide assets upon my death to my children and my wife in the exact manner I desired. Marc was able to construct a Will and Trust that met my needs t...o make the process smooth, to know my estate will pass to them without questions of my intent. It protects my children and my wife so there can be no disputes. Marc worked hard to facilitate exactly what I wanted for my family in a manner that is clear and concise. I appreciate his hard work and understanding of the law.

Financial Peace University made it clear we needed to have a will in place. Marc guided us through the entire estate planning process and helped us to pick instruments that would not only protect us and our estate, but would also protect our children and grandchildren, create a living will and long t...erm care instructions. Marc thoroughly explained all the sections in our Revocable Trust and how to fund it. I respect his Christian values while guiding us only to what we needed. A+++ service.