“Our probate attorney referred us to this firm to consult with us about some tax-related questions before we were able to close probate. Karen responded to my email immediately and scheduled a phone consultation the same day. She was fabulous and gave us some very important guidance. She asked the right questions, confirmed the direction we need to go, and even communicated back to our probate attorney to give them confirmation on what needed to happen. I highly recommend this firm. I will be going back to them for future needs, for sure.“
“Our probate attorney referred us to this firm to consult with us about some tax-related questions before we were able to close probate. Karen responded to my email immediately and scheduled a phone consultation the same day. She was fabulous and gave us some very important guidance. She asked the right questions, confirmed the direction we need to go, and even communicated back to our probate attorney to give them confirmation on what needed to happen. I highly recommend this firm. I will be going back to them for future needs, for sure.“