Testimonials
“Just a note to say how pleased we both are with the portfolio binder containing our Wills, Trusts, and other excellent resource material you provided to us, which arrived just when you promised. We also appreciated your patience, keen professional expertise, and gracious personality. It is a pleasure to interface with you on such important affairs to us.” – Dan and Barbara H.
“As an attorney myself, I realized the importance of getting our estate plan updated, but it was something my husband and I were dreading on a personal level. However, Phil made it an enjoyable, comprehensive, and straightforward process. He prepared our wills, as well as durable financial powers of attorney, health-care powers of attorney, and a trust for our son who has special needs. All of the legal documents which he prepared were done in a timely manner and in accordance with our desires. Phil impressed us with his legal knowledge and entertained us with his humor. We will definitely continue to work with him for any necessary updates related to our estate planning needs. ” – Rachel M.
“Phil helped my wife and I create our first estate plan. Having never gone through this process, Phil took the time to thoroughly answer our many questions and guide us through the important options, clearly explaining the differences between various choices. He helped us create our wills including trust provisions for our children, powers of attorney, a life insurance trust, and helped us avoid a big mistake that we could have made if we appointed only one trustee for our children. It is a great relief to know that if something were to happen to my wife or me, all of our estate planning affairs are in place to make sure that our children and grandchildren have the financial protection they need and are taken care of in the future.” – David B.
“I first heard Phil Levin speak at a workshop on estate planning strategies to protect our retirement plan assets. I did not know that a trust could be named as a beneficiary of my IRAs, instead of just making an outright distribution to my children. Phil’s relaxed, yet thoroughly knowledgeable presentation, convinced me that he was the person to update my our present wills, as well as establish a retirement plan trust for our children. Phil helped us by taking the time to listen to our thoughts and concerns, then prepare our wills, trusts, powers of attorney and medical directives. He was expertly prepared for each meeting we had with him. Considering the number of questions we had and the time he took to meet with us, along with all the behind-the-scenes work he accomplished for us, I feel his one-time fee was very fair and reasonable. Phil really put our minds at rest regarding our estate planning concerns.” – Herbert L.
