Read What Clients Have to Say About Our Asset Protection Planning Services
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⭐⭐⭐⭐⭐ Keshonda makes it about as easy as we could imagine to follow through with funding.
"We’d like to note that Keshonda did a great job preparing and holding the funding meeting. Having the forms filled out and customized for our specific accounts was great! She also provided good explanations of the various trusts and how they work. We see the value of the “funding meeting” much more clearly now! She makes it about as easy as we could imagine to follow through with funding." Regarding Asset Protection at Carolina Family Estate Planning Date published: 06/25/2018 ⭐⭐⭐⭐⭐ 5 / 5 starsJ.H., Cary, NC
⭐⭐⭐⭐⭐ Your work on behalf of our client was outstanding!
"Your work on behalf of [our client] was outstanding. Every step of the way, you and your staff communicated clearly and precisely what needed to happen next. Over my 23 years as a financial advisor, I have honestly never seen such a clear estate planning process." Regarding Asset Protection Planning at Carolina Family Estate Planning Date published: 12/07/2017 ⭐⭐⭐⭐⭐ 5 / 5 starsFinancial Advisor, Cary, NC