Edwin W. Fong

I chose to create an Estate Plan to avoid saddling my children with the undue burden and secondary trauma of going though Probate and incurring significant statutory fees, while already dealing with the trauma of losing their father. I chose Ed Fong specifically, for several reasons: First, Ed’s ...practice focuses specifically on Estate Planning, Probate and Trust Administration. Second, like myself, having served nearly 28 years in local government, Ed understands the intricacies of public sector pensions and how they impact your overall portfolio. Lastly, pricing. As a public sector employee, I am neither wealthy, nor am I flush with disposable income. While certainly not the cheapest in town, Ed’s pricing structure is fair and competitive. Like most things in life, you get what you pay for, and I felt very comfortable with spending a few extra dollars now to ensure my family’s financial future. Ed took the time to ensure I had all the facts, including what is and is not included in an Estate Plan. Ed also provided insight as to what financial vehicles may be included, but perhaps should not be, given potential tax implications that I should discuss with my CPA. This comprehensive approach allowed me to determine what mechanism best met my needs. Throughout the entire process, Ed and his Case Manager, Laurie, made themselves available in person, by phone or via email. Ultimately, I felt secure and confident that my family’s best interests and needs would be met when that time arises.