“Bill was referred to us over 10 years ago for estate planning services. We had young children, a home and other assets at the time so there was much to consider when establishing out Trust and Will He was extremely valuable in providing a road map and posing a variety of questions/scenarios as we made decisions regarding Trust executorship, medical POA and guardianship for our kids. He made several other points we might want to consider when developing our estate plan. Over the years, we have consulted Bill on personal business matters and most recently worked with him to update our estate due to life changes. He has always been professional and thoughtful to ensure our personal affairs are in order as we want.”