Client
BIG SHOUT OUT to Jim Plitz and Scott Waters!!!! They were professional, detailed and so patient. As a special needs parent and navigating life beyond your death is frightening and we wanted to be prepared! They held our hands and walked us through this process (and years to come) with ease and skilled advice. They made a huge to do list item for us so much easier! And eased our minds! If you are looking to set up a trust, especially for something in your family with special needs or need to plan for things for end of life -- we highly recommend Jim and Scott. Thank you for all your help!