Client Recommendation

June 19, 2018

Dear Steven,

I wanted to let you know how pleased Ann Marie and I were on your advice and counsel in putting together our very detailed Estate Planning Portfolio. Your detailed and extensive knowledge was a tremendous benefit to us and helped us think through all the ramifications of thinking about our children and grandchildren’s legacy. Your initial consultation was invaluable, as you know the exact questions that are necessary to be answered to generate extensive and detailed legal documents to ensure our heirs maximize the result of our estate.

This area of the law is not necessarily logical to the layman, and one mistake can cost our heirs many thousands of dollars in taxes if not handled properly. It was especially valuable that you practice law in IL and FL. I also appreciate your timely responses to my emails in ensuring I understand what you have done for us.

I highly recommend you to anyone who has an estate that needs to be legally protected.

Thanks again,

Tom

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