My parents, Frank & Evelyn, and I were quite pleased with the process of their legacy planning experience. Bill did a good job explaining what needed to be done and the different avenues/tools available to them. With their age related infirmities of diminished hearing and sight he did a great job communicating the necessary information. We feel they have a finished product that will serve them well and give them peace of mind.
M. Grimes
October 25, 2017
