Have referred to many of my clients

I am a Fee-based Financial Planner and have utilized Gary with many clients. All legal drafts are reviewed by our Lawyers prior to clients executing. He is the only Lawyer that, to date, our Lawyers have not offered edits on. The only comment has been that his documents are the most comprehensive they have seen.

Sometimes clients insist on using their own Attorney. My experience has been that if their concentration is not in Estate Planning the level of work is not as good and it is difficult working with them. This is serious business where a missed opportunity in your planning could cost your heirs dearly. You also have to consider the unintentional/accidental disinheritance of a family member, especially with second marriages. Clients love him, his explanations are sometimes visual and always easy to comprehend.