What Our Clients Say

Working with this firm, and going through this unique planning process has been a very significant time in our lives, and one which we highly commended you for your efforts. Thanks for caring and spending the time that you did.

D. & J. B., Scottsdale, AZ

Until our family began working with your law firm, we had no idea that estate planning can be such an interesting and creative process in furthering the dreams we have for our family and community.

R. & D. M., Paradise Valley, AZ

Wow, what a different experience! So this is what estate planning is supposed to be like. We appreciate your time and making the complex understandable.

R. & C. D., Glendale, AZ

This planning process was a significant event for our family. It opened a range of possibilities we never knew existed. It allowed us to focus on our family’s plan and incorporate the creative ideas you presented. The law firm’s process was integral to our achieving our hopes and dreams for our daughters.

R. & K. M., Sedona, AZ

Thank you, thank you, thank you! I can finally sleep at night knowing my plan is in place, and you’ll be nagging me every year about what’s changed.

N.A., Paradise Valley, AZ

Bart and I appreciate your thoughtfulness and assistance. You’re always there for us and we truly appreciate it. God Bless.

J.L. & B.F., Phoenix, AZ

We are so pleased with the work of Bernie and his staff that we have recommended the office to several of our friends and family members. We feel so fortunate that our financial advisor pushed us to come in and take care of our planning that we had ignored for years. You guys are the best. Thank you for all that you do.

J. & A. K., Paradise Valley, AZ

Just wanted to let you know I really appreciated and enjoyed the wonderful service your firm gave me. I especially enjoyed how personable everyone was. In a time of crisis it is comforting to have someone treat you as though they care rather than just a number and part of the paperwork in a business. Thanks again.

M.L., Tempe, AZ

Words alone cannot adequately thank you and express our appreciation for all that you and your staff have done for Matt. You have been such a compassionate friend and counselor for him these past three years. We know how often he has sought your advice and how you have always been there for him. You have reassured him and helped build the confidence he has needed to move forward.

M.P. & D.B., Cave Creek, AZ