Marc R Carlson

We hired Marc to help us with our Estate Planning. Marc was very thorough in explaining and answering all our questions. We learned a lot of the do's and don'ts in planning to help protect our assets. We have come away feeling secure that all is in good order. Marc is very knowledgeable in his field ...and very personable to work with. We highly recommend Marc!

Marc did an amazing job for us. My husband recently retired, and we wanted to get our affairs in order. We began working on this process in the middle of the coronavirus pandemic, so Marc had to work quickly to adapt to the new environment. Which he did -- most admirably. He educated us about our... options, and we ended up creating a trust. We also now have in place beneficiary forms, powers-of-attorney, medical powers-of-attorney, and a safety net for our adult children. It's such a relief to have our finances and wishes organized and on paper. The notebook Marc created for us is almost a work of art. I highly recommend his services.

My wife and I worked with Marc to create a revocable living trust for our estate planning needs. From the initial consultation through the actual creation of the trust we knew that we had made the best possible decision in selecting Marc to guide us through the process. We were impressed with his d...epth of knowledge, his ability to explain things in a manner that we could understand, and his attention to detail in the finished product. We strongly recommend Marc for your estate planning needs.

Marc systematically walked me through every step of the process. He took the time to make sure I understood the pros and cons for every decision I made. He clearly laid out my options and made recommendations. He delivered an outstanding and complete binder that include all the addition material/docu...ments that you need to move your assets into the trust. Marc is truly customer service focused, provides complete and high-quality work and in my opinion, is one of the best, if not the best in Estate attorney.Marc is exceptionally organized to the last detail. He is easy to talk to, personable, people-oriented, and easily accessible. He is an extremely knowledgeable attorney with integrity, who genuinely cares about you.I have a friend who worked with a different attorney, and after hearing from me all the things that Marc does for you is having him review what their attorney did for them.

Marc was highly recommended as an estate planning and trust attorney – just what we were looking for! His knowledge and experience were evident from our initial consultation. Marc listened to us, our wishes, and our goals, and designed a living trust to fit our family situation. We’re very pleased... with the final plan and Marc’s thorough and complete explanations during every aspect of the planning. Marc’s caring and compassionate demeanor eased us through the entire process. With Marc’s help, we feel confident that we’ve taken care of our family.