What Our Clients are Saying

“Just want to let you know that my mother passed away a few months ago. I want to thank you for preparing a trust for her, which allowed her to obtain a reverse mortgage. As you advised, that in turn allowed her to remain in her home with the assistance of a caregiver, which undoubtedly allowed her to live to the age of 92. I will always be grateful to you for your part in allowing her remaining years to be lived in the comfort of her own home.”

–Maureen T., Los Angeles, CA

“Thank you so much for all your help. I think you handled everything very well and did a great job.”

-Jeanne S., Van Nuys, CA

“Thank you so much for all of your direction, patience and assistance you provided for my parents.”

–Michelle B., Calabasas, CA

“Thank you so much for the advice and information you freely provided me with regard to dealing with my mother’s estate. I had no idea what to do and you were a guiding light in a dark time for me.”

–Chris K., Glendale, CA

“It was a pleasure to meet you. You raised some very interesting issues that we’ll be discussing as a family this weekend. Thank you for explaining everything so clearly.”

–Karen P., Sherman Oaks, CA

“Thank you for all of your time and excellent help in putting my revised legal matters into order. I appreciate all you have done.”

–George W., Glendora, CA

“You were a huge help to us when we met. You spent a lot time on the phone with USAA and straightened up the mess with the Trust and accounts. We want you to know that we really appreciate how patient and nice you are. Thank you very much.”

– Larry & Mary W., Sherman Oaks, CA

“Thank you for the compassion and care you have demonstrated to our family while helping us secure a better future. We are grateful for your expertise and guidance.”

– Caroline C., Burbank, CA

“You took the time out and effort to assist my mother. I really appreciate that.”

–Helen G., Arcadia, CA

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