5.0 stars 25 totalReview Wendi Temkin
Posted by Mary
It was my husband’s idea that we needed to establish a trust. After meeting with Wendi, I learned about how to protect ourselves and our son from disadvantageous tax situations and probate court. Making decisions for the trust made us address issues that we may have never discussed otherwise until it was too late. For example, we may not have dealt with powers of attorney or a living will until after we were already incapacitated. Wendi made a time-consuming process much easier to complete through her check-lists, templates, and clear instructions for every task. The binder she put together for us is so thorough and makes something overwhelmingly complicated possible to understand and follow. If I need to remember anything about what we did, I know it is in the binder! -- M.E.P.
Posted by Khoi
We hired Temkin Law to create an estate plan for my mother-in-law, who does not speak any English. As such, we attended all the meetings in order to translate what Wendi said into Vietnamese. My wife and I are from out-of-town and Wendi was great about accommodating our travel plans in order to schedule all of the meetings. She was also creative in coming up with ways to address my mother-in-law’s concerns regarding the potential use of her home after her death, and how to treat a number of family-owned businesses. We really enjoyed working with Wendi, and my mother-in-law feels comforted knowing her wishes were honored in the design of her plan.
Posted by Geni
Wendi Temkin was extremely knowledgeable about estate law, and helped me arrange my affairs so that all my wills, trusts and family are covered and taken care of. I am grateful for her help in handling this serious task.
Posted by Jena
We really appreciated Wendi’s ability to explain complex issues in an easy-to-understand fashion. It is a great relief knowing that our estate plans reflect our desires, and that they will benefit our family going forward. –Jena & Jim
Posted by Margaret
Wendi understood my reasons for re-doing my estate plan. She did the background work to make appropriate recommendations and explained options. The plan fits my situation well, and she made sure that I understood it.
Posted by Barbara
After a health scare, I realized that I needed to have a complete Will as well as Medical and Financial Powers of Attorney, making it easy for my family to take care of business for me if I ever needed it. Wendi helped me put all of this into place. Wendi was knowledgeable, prompt and thorough. It gives me great peace of mind to know that my assets are well protected and my loved ones are provided for.
Posted by Katie
We had a wonderful experience drawing up our estate plan with Temkin Law.
We just finished the process and feel a sense of relief and confidence that
everything is laid out as we desired. We appreciated the video experience
and feel good about the fact that if something were to happen, the video
would provide comfort to our children.
Posted by JoAnn
Temkin Law offers a thorough service. Wendi's calm and organized manner made it easier for us to follow the process through to the end. She answered my questions
clearly, until I totally understood the answer.
Wendi was very patient and took the time to understand our circumstances and
Often questions came up for me after our meetings. She was very timely with her responses to my questions. Wendi asked great questions, that got me thinking in different ways. For example, I used to think "that tree I'd like to buy to plant in the yard is kind of expensive." Now I think about it and say, "Do I want to plant the
tree and enjoy watching it grow or do I leave $200 more to one of the many
charities we have set up in our estate planning?"
Wendi gave us the option of having Temkin Law set up the changes that were
necessary to fund the trust we created, or we could do it ourselves with her
guidance. We chose to have her make most of the changes for us. She has
followed up on several occasions to see that all the transactions had been
successfully done. She also sent a letter advising what happens next and to
remind us how to add new assets to our trust.
Having gone through this process I feel confident that I am not leaving my
family with a mess to sort out. I have the comfort in knowing that my
future is planned to the best of our knowledge at this time in our lives and
that we will review our estate plan with Wendi every three years to
make any necessary changes.
We have recommended Wendi's services to many of our friends and family.
Posted by anonymous
Wendi was instrumental in bringing our family peace of mind. She is truly a subject matter expert in estate planning. Wendi listened to our background and concerns and she focused our discussions and plan to reflect our family and its needs. The process is difficult, contemplating the inevitability of mortality is heartbreaking and gut-wrenching. Wendi approaches it with calm and intelligence. She is compassionate yet insightful. We cannot thank her enough for the gift of organization and planning that will undoubtedly help our family deal with anything life throws at us.
Posted by Jon
Wendi helped make a complicated, important process much easier. She explains things very well and is very knowledgeable in her field. We would highly recommend her services for a comprehensive estate plan.