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.

We met with Ed Fong to redo an outdated Trust. My husband and I have a total of 5 grown children from previous marriages so having everything in writing was of the utmost importance. He explained everything about the Trust (revocable vs. irrevocable, division of property, funding the Trust, the impor...tance of listing certain items for distribution, advance health care directive, etc.) in language we could understand. He kept us up to date throughout the 5 weeks it took to complete the Trust. We had the initial consultation where we decided to hire him, met midway to review and clarify details of the Trust and then the final meeting where we signed the Trust. We felt totally confident in his work and recommended him to co-workers and family. It was such a big relief to get this done.