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Chat withState: California
Acquired: 1987
No misconduct found
700 Frederick St Ste 306, Santa Cruz, CA, 95062-2239
2 Client Reviews
Showing 1 - 1 of 1 review | Trusts
Posted by Denise | May 10, 2013 | Trusts
Trustworthy Listener
Very thorough and caring. Asked us lots of questions and really listened. Helped us weigh the pros and cons of complex estate planning decisions. EG at what age should surviving children have control (complete? partial? supervised?) of their trust funds? First world problem right? Even though on...
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