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.
Posted by hawaii estate planning
on July 23, 2014