Our firm is dedicated to creating the highest quality estate planning documents, providing an environment where you feel comfortable expressing your goals and concerns, and above all, maintaining a relationship with you and your family. Once you become a client, rest assured that your estate planning goals will be carried out and your family will be protected. Part of our relationship includes a free three-year review where we will invite you back into our office, review all of your trust documents, and confirm that your trust is properly funded. We offer free client appreciation seminars and luncheons on a regular basis because we know things can change. We want our clients to not only have the resources to stay protected but also be educated and understand how their plan is working to protect them.
The office thank you gathering was exceptional! Hot dogs on lobster rolls and incredible ice cream in a beautiful park. Bridget Mackay has set up and helped my family's trusts for over 30 years. I would not want any other person helping me manage our families trusts.
Bridget and her team helped my wife and I put our estate plan together a few years ago, and we are seeing them again next month for a free update to include both of our grandchildren into the mix. They do a fantastic job and their follow-up and attention to detail are amazing. I highly recommend them.
The experience of restating my trust and having the documents prepared has been excellent. Miranda Dressler made sure that my decisions were clearly stated and that my children and I understood the meaning of these documents. She and her staff were kind and understanding, having created a comfortable setting in which to accomplish these important decisions . Much appreciation!!
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