Planning With Purpose
(29 Reviews)
Estate, tax, and trust planning are more than forms to fill out and documents to execute. They're the legal processes that ensure your future looks the way you want while providing the financial security and flexibility to meet your present needs.
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Highlights
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In Business Since 2012
Sentiment Analysis
They are very thorough; for the first time in my life I’m not worried about who will be getting my estate.
We started with Paul helping us manage my parents Trust, and in 2020 we had Paul and his associates help us with setting up our own Trust...
To have a relationship with your trust and estate planning attorney makes all the difference in the world.
Paul is great - lol.
Paul is a great resource for wealth transfer.
Take an often confusing and intimidating process much more manageable and down to earth!
They have me all set up with my living trust, all my ducks are in a row for my kiddos!
I lost my husband unexpectedly and Paul and his entire team made the legal process so much more simple than I ever could have hoped for.
Paul and company not only helped establish our estate, they continue to maintain a strong relationship with us to ensure that estate plan meets our needs.
He and his office made the planning process so easy and I can’t tell you what a huge relief it is to have everything in place.
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