No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
We value and appreciate all of their hard work. Always a pleasure to work with! Communicates effectively and in a timely manner. Highly recommend
Nicole Lu
December 7, 2020.
We used Meredith for our estate planning and cohabitation contract recently after we bought a house. She was very responsive, very Covid aware/safe and lovely to work with.
Daniel Lee
January 7, 2020.
We had a great experience working with Meredith when putting together our estate planning documentation. She was always professional and courteous, explaining legal concepts and terminology in a way that was straightforward for us to understand. Meredith was responsive and open to answering our questions so we could fully evaluate different options. She provided sound recommendations for us to consider based on our current position and point in life. Even given the gravity and importance of the estate planning process, Meredith put us at ease and made us feel comfortable coming to decisions and documenting outcomes that work best for us. We intend to work with Meredith for future needs that we may have, and would highly recommend working with her to others.
Floyd Frick
March 28, 2019.
The best! .... I used Meredith to get me thru an estate settlement. It went smooth. Thanks.