-David & Sandy D. 3/13/18
Client Review
September 4, 2020
“We had a situation where each of us had children from prior marriages and assets from our parents that we wanted to leave to our respective children as well as joint assets. We also wanted to provide financially for a portion of each of our grandchildren’s college education. Deb was able to create our trusts to accomplish our goals and advise us on the aspects to consider for our unique situation.”
