Testimonial Category: Washington


“I had a question regarding who can be named as a beneficiary. This was after the trust was already created. Jim called me within 2 hours of receiving my email and sorted it all out for me. Great service!”  (10/4/2016) Continue Reading


“I just wanted to say thanks for answering the phone the other day and speaking with me about the “to send or not to send a schedule A” question. I was raised by a mother who was a tax accountant and have held a job as a commercial construction superintendent for 30 years, so I understand… Continue Reading

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