Posted by anonymous
Estate planning for a blended family, with some complicated "if then" scenarios. Came highly recommended and lived up to recommendation. Listened to our complex family scenario to understand the core of our desires and provided helpful guidance and solutions. Provided a great estate planning primmer at the start of our working relationship which was very helpful. Flat fee was appreciated and conducive to ensuring we worked through all issues and concerns thoroughly, without concern for billing. Will definitely work with Tim as our needs shift over the years.