Julianne B. Naff

My wife and I needed someone to help us with estate planning. Julianne ultimately helped us create a will/trust package that we are confident will serve those we leave behind well. We have a somewhat complicated financial situation and Julianne navigated through it with us very effectively. It took m...ultiple meetings to work through exactly how we wanted things set up and Julianne was very patient with us. We have also had a change since the original trust was created and a few questions related to account re-titling and beneficiary designations and Julianne has handled those requests very well. We are very pleased with our estate plan and hope that Julianne will continue to be around to help us keep it up-to-date as our financial situation evolves.