For those who pass on all of their assets through their last will and testament, probate may be unavoidable. However, probate may be almost entirely avoidable for those who plan ahead. The government has the authority to transfer property from...
[ Click Here ]What is a pour-over will? Essentially it is a contingency that allows those who use trust-based estate planning to transfer assets that are not held in trusts into a trust at the moment of their passing. Trusts are a powerful...
[ Click Here ]Living wills are designed to spare your loved ones from having to make difficult end-of-life decisions regarding your treatment. By making your wishes clear, you can avoid hardship caused by quarreling loved ones each of whom believe they know what’s...
[ Click Here ]What is a QTIP trust (Qualified Terminable Interest Property trust)? A QTIP trust serves two basic purposes. For one, it allows the trust-maker to place strings on the property distributed within the trust. This can be useful for those in second marriages who want to...
[ Click Here ]What is a credit shelter trust and why would you want one? Let’s posit a scenario. A husband and wife each have an estate valued at $5 million. Husband dies, bequeathing his $5 million estate to his wife. She now...
[ Click Here ]Friendly and professional.
Very friendly and easy to work with.
Very helpful, easy to understand. Felt very comfortable.
(Marc) was very helpful and professional … patient answering all of our questions with cogent explanations.
Very pleasant and staff extremely helpful … open and honest.
Excellent. Pleasant and well-informed …you educated us.
Explained everything well. Always available when our schedule changed. Easy to work with.
Excellent. Easy process.
Very efficient … (we appreciate) your attention to detail, ability to explain documents in “plain” English, good response time.
We just kept putting it off. Thank you for your patience … (and) one-on-one personal contact.
Very pleasant, patient and accommodating. Great listener … (the) Antelope Valley community should be proud of having such a caring and wonderful person like you, […]
Excellent. Very professional, great attention to detail, seemed to really care … (and) answered all questions.
Personable, knowledgeable, explains well. Very happy with the courtesy and expertise in handling our Trust.
It was an easy experience for a hard thing to do. (Marc is) very easy to speak with and made everything easier to understand. We […]
(You) were always following up to make sure we had all we needed. Great service … provided a lot of information.
Excellent. Very informative …friendly … (and) explained things clearly.
Marc was great at understanding our needs and he and his staff are so responsive in providing what we need, how we need it … […]
(We appreciate your) thoughtfulness, friendliness and fairness to walk us through the process and helping set up a Special Needs Trust
Friendly and welcoming atmosphere. We enjoyed working with Marc. He took time to explain and answer all and any questions … (You) did not rush […]
Marc took his time explaining everything thoroughly to us and answered the many questions we asked. We have busy conflicting schedules, so at times we […]
Very professional staff … (Marc’s) first hand knowledge of the law (was very important)
Excellent learning experience … (we appreciate your) expertise in the field.
(My experience) was quite relaxing and worry-free … (Marc is) honest and answered any and all questions that I had leaving me with good feeling […]
Excellent. Very professional and on the other hand very open, which made covering sensitive subjects a lot easier. (Marc is) easy to talk to.
(Marc) was very patient with (me) … (and) anyone with assets and heirs (would benefit from his services).
It is not fun to plan for one’s death, but you helped us be comfortable. You were very considerate to our needs, especially when it […]
You and your staff were professional, helpful and patient … We took a long time getting everything together and you helped us and were patient […]
Excellent. Very knowledgeable and helpful 🙂 … Your office was very helpful and persistent in keeping in contact with us during a very chaotic year. […]
We were in good hands with Marc’s expertise through every step. He was thorough. We didn’t feel rushed. We know that you are working for […]
It was a well-paced comfortable experience
Excellent. Professional and caring … (I liked) being able to contact you to answer my questions.
It was a pleasant and easy experience working with Marc …. Everyone who believes they and their family will “be alright” without a will and/or […]
Marc is friendly and easy to talk to, very helpful. Marc explained everything clearly (and) patiently answered questions.
Everyone is so patient with us and our situation. You’re easy to talk to and share personal stories that help (us) think through (our) own […]
Excellent. Easy, efficient and thorough. (Marc) understood our goals, (his) explanations were easily understood (and he) always returned our calls. Thank you for your help.
The estate planning process was about as easy as a complex process could be. We liked the personal connection we felt with you and the […]
Attorney Herbert, you explained every detail that I couldn’t understand and (were) very professional (and) patient.
You and your office personnel were very friendly and professional. You provided answers and we appreciated the advice you provided. You were organized and were […]
Your patience and ability to explain the legal processes in layman terminology was important to me. You are good at putting clients at ease, which […]
Great. Marc always tried to work with our schedules (and) promptly returned our calls. (We liked) your patience in all our many questions.
(Our experience was) very pleasant … (we appreciate) your availability.
We felt an immediate comfortable bond … I had interviewed 7 attorneys before you. You were always kind and respectful and explained everything so I […]
Excellent. You also handled my Mom’s Trust … Marc is willing to take the time to talk with me. Thank you.
Marc is very professional and quick … (with) friendliness (and) good atmosphere.
Marc went above and beyond to ensure we understood every detail … We appreciated his patience and knowledge as well as being flexible with our […]
Just a sincere note of thanks to you for the extended journey toward my estate plan and for all your guidance and help … The […]
The whole process was a great experience. The outcome was excellent.
Excellent. You did a fantastic job getting back to us in a timely manner even through we were pretty slow on our end … My […]
Thank you for being so patient and clarifying everything on my estate plan
I want to thank you for everything you did to help me. I will gladly recommend you to anyone.
We appreciate your integrity and honesty. I will recommend you to all my friends.
I just wanted to say thank you for all you have done. I will highly recommend your legal
services to anyone looking for a great […]
Words cannot express how grateful I am to you.
Thank you so much.
We th good counsel.
Thank you so much. I really appreciate your help.
Just want to say thank you for all of your help and your time. May God bless you.
Thank you! Thank you! Thank you! Oh, and thank you again!
What else can I say? Thank you big time. We are so appreciative. You deserve our sincere gratitude!
Thank you so much for all of your help.
Remembering you with gratitude. Sincere thanks from the entire family.
Thank you for all of your good work. You’re a great man, and I’ll definitely send you all of my
referrals.
Marc was very thorough and professional while explaining the legal issues in an easy to understand method. We felt at ease with the entire process […]
