My husband and I hired Dennis to lead us through the process of creating a trust to protect our assets and to provide for our young daughter in the event of our demise.
He took us through the process, explaining each step, including the drawbacks and benefits of each option. We feel he was very reasonably priced, as compared to others firms we had dealt with in the past.
John & Barbara F.
Fran and I worried for a long time about securing our assets and caring for our children and grandchildren for the future. After retiring and moving to SCW we contacted Dennis for advice. We are so pleased. He took the time to explain our options and we eventually came up with a comprehensive Family Trust.
The whole process was enjoyable. Thanks Dennis!
Ernie & Fran M.
Sun City West, AZ
Getting our trust done was one of those important details that my wife and I had just not dealt with.
He took his time at our meetings and addressed our family’s concerns with attention to details that were not even on our radar. We are really pleased that we now have a comprehensive estate plan. When we have questions he is always accessible and calls back himself.
John & Michele H.
Request a free one hour consultation on all estate planning matters.