Client
Jim has been a trusted advisor and counselor for my mother, my siblings, and me for at least 30 years. His advice has always been spot-on. He helped establish a living trust for my mother after she sold her house and had to move to an independent living facility. Jim had great recommendations regarding different facilities for Mom. Jim was always available to answer questions quickly and with compassion when Mom had to be moved to an assisted living facility. After Mom passed away, he helped me to deal with my job as trustee and executor of the estate, giving me excellent, thoughtful advice all the way through that very trying time for my siblings and me. I have recommended Jim to numerous friends and relatives. In my mind, he is exactly the person to go to with estate planning questions.