Don Fann & Kathy Ornstein

We worked with Bill and his team recently to do our estate planning. We found everyone at his office to be professional, patient, efficient, and extremely knowledgeable. This is generally a high stress process, but they made it painless for us to put our affairs in order. Bill helped us think about things that would not necessarily have been on our radar, for which we are so appreciative. His advice about creating a revocable trust was invaluable for us, for tax purposes. We are so relieved to have completed this process. One less thing to worry about!