Charles: Our firm concentrates on Estate Planning, Tax Planning, Estate Administration, Business Succession Planning, Elder Law Life Care Planning and also being accredited Attorneys so that we can assist veterans in making applications for veteran’s benefits. We want our clients to feel protected in every sense of the word, we want to make sure they feel confident in the plan that we have developed for them and secure moving forward, knowing that we will be with them as changes occurred.
Carol: About five to seven years ago I guess, we saw an advertisement for a workshop that Chris was going to be holding. We had attended a few similar workshops and we thought we needed to do something to update our Wills and so forth. Here was an attorney who not only knew the legalese and made it so you could understand it but also understood the tax ramifications of different things and that was a unique combination indeed. He far, far exceeded my expectations and my expectations are always extremely high.
Robert: We had a peace of mind that we were just comfortable with our future. I think when the two of us as we’re getting older, I think that’s a big asset for us making sure we’re comfortable knowing we’re safe, really.
Carol: And our affairs are really in order. Chris make things much better for us and made suggestions, and gave us options, and gave us a time to think about it and then explain the difference between the different kinds of Powers of Attorney and gave an example. I thought there was one kind of Power of Attorney: You gave it, somebody incapacitated it, you were able to act. But I learn that there are many kinds of Power of Attorneys.
Robert: There’s so much information out there that the average person doesn’t know. We would’ve never be able to dig it up or find it but he had enough information to pass on to us.
Carol: Yes, more than enough, really.
Robert: Hours, plentiful, that we really felt in control of what we were doing
Carol: None of us knows what life bring to us. It could be perfect today life you can be healthy and it change tomorrow. You could be alive today and you could be killed when you walked out the door in a car accident. And we have an only daughter and an only grandson and we were hoping that because we have been able to build at least some assets through saving and investing and things like that, that we would be able to help her. We knew right away that this is the man that we needed.
Robert: We were — we were just very comfortable from the beginning to the end and it was really great.
Carol: And it was – it was a wonderful, wonderful experience.
Charles: This firm is different. I think it starts with the staff: the staff is passionate about helping our clients. Many of our staff members have been with us for 15 plus years. They know our clients personally, when we get involved with the client it’s not just taking care of their legal needs although we — we certainly help them in that area But we stay with that client for their lifetime. If there’s any changes, any life changes that they go through we make sure that we follow up with them quarterly or they can always reach out to us to make sure that they’re fully protected. If I could sum up everything that I want our clients to feel at the end of the day, it’s peace of mind. We’re going to make sure that they truly feel secure.