From start to finish, Michael Monteforte and his team (Kristin & Nicole) were incredibly professional, warm, and helpful. We had some concerns with respect to our existing estate plan and realized that we really didn’t have a solid understanding of how it worked, even after talking to the attorney who had prepared it for us. Mike explained, in detail and in layman’s terms, how our current trust works (which confirmed for us the need to make some significant changes), and he also took the time to talk to us and understand what our primary objectives and concerns were. We now have an updated estate plan that reflects our wishes and that we are very comfortable with. I’m so thankful for the referral that led us to Mike and his team.
- Joan W.