Marc R Carlson

REVIEW: After already spending money on a will that we found out was not completely protecting our assets from probate or in case of mental incapacity, we were so impressed with the way Marc not only took care of all our estate planning needs, but taught us what we needed to know about the best es...tate plan for us and our children. Working through this whole process has given us great peace of mind that our estate is safe and our children will not be burdened with undo legal & professional issues or expense. Thank you, Marc, for your genuine caring, concern, and time to understand our situation and teach us what we needed to know.

It has been a distinct pleasure to work with Marc Carlson. At our initial meeting, Marc’s clear explanation of the differences between wills and trusts allowed us to make the decision that a Revocable Living Trust was the appropriate legal vehicle for our estate planning. With his direction, we wer...e able to construct a trust that will provide for our needs as we age or become incapacitated and that will allow us to pass our estate on to our children and grandchild without the encumbrance of the courts or probate. Because of Marc’s professional attitude and extreme organization, we would recommend him without reservation to others seeking legal advice regarding estate planning.

Marc walked us through the 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 opportunity t...o 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. He has continued to be available when questions, etc. have been raised.

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.