Ingrid Berger

Ingrid was a pleasure to work with on our estate plan. She was efficient and very thorough in her work. She went out of her way to meet with us at our house the first time because that was easiest for us. Throughout the process she clearly explained the details of our plan and answered our questions ...to our satisfaction. I recommend working with her for estate planning and would definitely turn to her again if the need arises.

I met with Ingrid Berger for the purpose of setting up my estate planning. I was really impressed with Ingrid's thorough knowledge of the matters relating to establishing a living trust and its fiscal benefits. In addition to her expert advice, Ingrid demonstrated impeccable and warm professionalism,... attention to the detail and patience while answering the multiple questions I had throughout the process. I also know that I can rely on Ingrid to keep me informed of any new tax/estate planning regulation that may affect/benefit my overall financial health. Therefore, I strongly recommend Ingrid's services for any estate planning related inquiry.