Testimonials

Education Series

Estate planning is very personal, yet the issues can be complex. During our meetings, we often use our whiteboard to illustrate techniques, and summarize family information. I believe it important that every client understand the options that may be available, and that all planning ideas be presented in an easy to understand manner. My 10 years of experience teaching as an adjunct professor at Fairleigh Dickinson University, in New Jersey has helped me develop a unique style of presenting materials to clients and their advisors. As a courtesy to friends and clients, we also conduct workshops on current estate planning and business topics. Please sign up for our next workshop.