Estate planning is something we have put off for years. Joe had provided seminars that I have attended in years past. When the decision was finally made to proceed the rare benefit of procrastinating paid off as his office is now in our town of residence. Joe proved quite knowledgeable and very easy to work with. He understood quickly what we were trying to accomplish. He produced the documents and arranged for the transfer of our home to a trust. He gave us explicit instructions on what else we had to do to accomplish the goal of setting up a trust for ourselves and children. He also assured us that he would be there for any snags of which there were none. A wholehearted endorsement.
Michael and Victoria Gabriel
