Posted by Vince
Kevin helped me and my wife put together a trust so that we no longer have to worry about what would happen in the event of a tragedy. Our property will be safe-guarded and our kids will be taken care of. His planning and explanation is very thorough and comprehensive. Highly recommend!
Posted by Cliff
Kevin worked with my wife and I in a review and updating of our wills, trust, and other highly need estate planning docs. His work, and interface with us, was performed at our level of understanding which very helpful. Subsequently, we refinanced our home and our trust was reviewed during that process. No questions arose from this review.
Posted by Ray
Kevin prepared a trust for my mother and modified it several times as her needs and wishes changed. She is now 94 and he has the ability to explain complex issues in a way she could easily understand. He has a great deal of patience, and is well versed in the most recent changes in trust law.
Posted by Joan
Kevin's expertise was excellent. He very patiently explained the Living Trust and the package of supporting documents were comprehensive. His council on estate planning was priceless.