Marc R Carlson

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.

Marc did an excellent and thorough job of drafting our wills and trust. He listened to our specific estate planning needs, and created all of the relevant documents to meet our needs. He explained the process to us at each step, and was always available by phone for any follow-up questions. His wr...itten "to-do" list made it simple for us to do the homework to title our assets appropriately. I would recommend Marc to anyone looking for an estate attorney.

Estate planning is very complicated, and in my case I knew very little about what was involved. I needed someone to guide me through the process of putting together a plan that suited my needs (to include having a plan that was comprehendible.) Following Mr. Carlson's well-defined process, in just a... few effective meetings I had the plan that I was looking for. After it was developed, and as I reviewed it, Mr. Carlson remained very helpful in providing clarification and answers to all my questions.