J. Farley

J. Farley

on July 23, 2014
Comments Off on J. Farley
The investment banker helping me had high praise for Michelle and said clients of his had good experiences with her. At my first appointment, I felt comfortable sharing financial and personal information with Michelle. She explained the estate trust in easily understood language and why is it differs from a will. Michelle then guided me through a series of questions that laid out the framework of the trust. In an hour and a half, we had established the direction I wanted to go and how to proceed. I am very pleased to be working with Michelle and feel free to call on her expertise when I need it. I plan on referring others to consult with Michelle for their estate planning questions.
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