I have worked with Terry and Daniel on my estate planning on and off for the last 10 years. I have known Terry personally for over 15 year when our daughters played soccer together. When first talking to them about estate planning I found their depth in knowledge and making the complicated sound simple very comforting. Daniel and Terry have always been up to date on the ever changing tax laws and nuances for my personal strategies. I believe with their help we have put together a solid plan to protect my family in the future.

Mark J.