Marc R Carlson

We went to Marc to update our wills and revocable living trust. Marc was very knowledgeable of wills, trusts and general estate planning. He was very professional and provided well organized documentation. He was also very helpful in providing funding instructions and supporting documents for the ...trust. Marc was personable and easy to work with.

My husband and I procrastinated when it came to “getting our affairs in order”. We were both in perfect health, according to recent medical exams, and we didn’t feel any sense of urgency for estate planning. But, as is often the case, unfortunately, the unexpected happened and we were caught unprepa...red. My husband had a massive stroke, which almost took his life and resulted in many months of hospitalization and long-term care. He was left permanently disabled, requiring 24/7 care. Our lives were turned upside down, and everything was further complicated by the fact that we did not have a revocable living trust, including power of attorney documents, in place that would allow me to make medical and financial decisions for my husband. That is why we recently turned to Marc Carlson for legal advice. Marc has provided invaluable counsel and expertise in helping us with our estate planning. He has proven to be not only knowledgeable, professional, well organized and efficient, but also honest, caring and compassionate. It has given us peace of mind to know that we now have everything in order. I would encourage everyone, regardless of age or circumstances, to plan for the future now. I highly recommend Marc Carlson as a competent and experienced attorney who can provide the legal advice necessary to help you make informed decisions in planning for your future.

Marc was so helpful in personalizing my Revocable Living Trust. He is very knowledgeable, personable, organized and precise in making sure you and your Trustees understand every document needed to help "fund" you plan. I am very impressed and would highly recommend Marc to anyone that wants expert... and friendly advice in setting up your personalized "Will" or "Living Trust". I give him a 5 Star!! 1/08/16

My husband and I have been contemplating our NEED to set up a Will or Trust for years. After attending a seminar on Living Trusts that was presented by Marc Carlson, we knew we NO longer could procrastinate. Not only did we realize how critical it was to have things in order, we knew we found the r...ight person to help us understand and implement a comprehensive Estate Plan. Marc is exceptionally organized to the last detail. He truly cares in what he does by his eagerness to make sure we understand the whole plan. I would also add that he has a presence about him that makes you feel like you have known him for years. Marc is a superior professional. Nataly 2015

We are very pleased with the revocable living trust services Marc provided to us. Marc is a friendly, caring, and competent attorney. He made us feel comfortable and at ease with a courteous, pleasant and respectful demeanor. He listened to our goals and concerns and explained everything in an unders...tandable way. He took the necessary time to teach us about the various options available to us so we could choose the best estate plan for us. We didn’t feel rushed to make our decisions. He promptly returned our phone calls and answered all of our questions. The required documents were provided to us in a well-organized and indexed binder. He also helped us make appropriate decisions about changing titles and beneficiary designations. We highly recommend Marc Carlson. Jim and Diana, May 2015.