Janet Lafrance

The Financial Planning seminar is a must attend. A lot of pertinent information is covered in a succinct and meaningful manner. It is a great starting point for planning for the future. I always thought I could wait, but the seminar makes it clear that estate planning needs to begin now. The information in the seminar is indispensable. The process of developing my trust was professionally handled. Mr. O’Leary patiently and carefully went over every possible scenario, explaining each thoroughly and clearly describing my options for each. During the process, Mr. O’Leary and his staff kept me up to date on the progress of the trust and asked questions as needed to ensure my desires were clearly stated in the trust. In the review of the final product, each part was clearly explained and the trust was provided in an original, paper copy and digital copy. The total experience working with Mr. O’Leary and his staff was one of professionalism at all levels, courteousness, and respect. I was extremely and pleasantly satisfied with the experience and I would highly recommend his services to anyone.

Janet Lafrance
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Written by Legacy Planning Law Group

Legacy Planning Law Group is dedicated to working with individuals and families to help protect the assets they have built throughout their life, and make everything simpler for families who have lost a loved one. We help thoughtful people achieve the peace of mind that comes with planning their personal legacy and passing on family harmony.