Charlie was a joy to work with. There are a ton of moving parts when Estate Planning, and business plans. He and his team worked with my accountant, investment planner, and my wife and I to get the smartest strategy possible all while making my wife and I very comfortable.

LOOK ELSEWHERE!!! I had an appointment yesterday at 1pm to speak to an attorney regarding estate planning. I wasn't completely clear if I was supposed to call them, or if they were going to call me. So, approximately 10 minutes after our appointment, I decided to call. The secretary told me that she would remind him that he had a telephone appointment and assured me he would call me "shortly." I WAITED FOR TWO HOURS WITH NO CALL!!! So, I decided to find another attorney and promptly called the secretary back to inform her that he was fired.

Very disappointing when I had set up an appointment and I had taken time off from work. I realize lawyers are busy, but I would have appreciated a call to reschedule.