Patti was very helpful and caring when setting up our Estate Trust. We had many questions to ask and she answered them all. She too had a lot of questions for us, so that we really understood all the facts of having a trust and what tax implications it could have on our beneficiaries. We also have a blended family that needed to be identified as such and she gracefully helped us through that defining part of decision making. We felt so much relief after meeting with her and letting her set up the trust.
-Annette