In 2006 I met Mark Neil at a business event and I realized I needed to update my will and trust. After getting to know more about Mark I engaged him to update my old documents.

It is an awful thing to contemplate one’s own death, but I wanted to be sure my two young adult daughters would have the right person to rely on if something happened to me.

I felt that Mark would not only shepherd them through the difficult transition with the greatest of professionalism, but more importantly, with kindness and heart.

Testimonials

Mark guided one of my clients to implement a variety of estate planning strategies that saved my client nearly $50 million in transfer taxes.”
– Beth K.

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