This is an outstanding explanation of a relationship-based, counseling-oriented estate planning process. Excellent explanation of estate planning nuts and bolts—best I have heard in 15 years.

[After attending our Truth About Estate Planning workshop:] “This is an outstanding explanation of a relationship-based, counseling-oriented estate planning process. Excellent explanation of estate planning nuts and bolts—best I have heard in 15 years.”

Financial Advisor, Cary, NC