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!

Two years ago my wife and I created a trust with Mr. Carlson. I had a couple of issues with him, which I addressed in my first review. Since then he called me, well past the 30-day period, to offer to make whatever changes we needed free of charge. So I wanted to post this as a follow up a...nd to recognize his commitment to excellence in his profession.

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.