Great webinar. Easily understood, informative and great artwork! Loved the scenario's. Like you stated, having a Will or a trust isn't getting you to the finish line. With out properly noting a TOD or beneficiary designation gives you a free ticket to probate (actually, it's probably not free). And having the trust setup without moving the assets to it leaves you with an empty "wagon". I love the fact that you used terms such as ongoing relationship and regular reviews.
Andrew C. Happy Client
Jerry steered us through the process of creating our trust and we are very satisfied. It was a turn key experience all the way and we consider him now to be the lawyer we call with any legal issue we have.
Kenneth and Victoria N. Happy Client
We had several problems and Jerry solved all of them. For instance, we have a child that would not be able to deal with a large sum of money. Jerry came up with a perfect solution and incorporated it into our trust. Now it feels like a weight has been lifted from me. I found Jerry to be really easy to talk to and I can't recommend him highly enough.
Eugene G.Happy Client
Mr. Taylor did a wonderful job for us. He answered all our questions and was great to deal with. We are so happy to have a solid plan in place that will be updated in the future. We could not be happier with the experience.
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