Rosen Law & Finance

My wife for years suggested that we get our affairs in order to ensure that our assets were protected and that our children would not have to go through the tedious probate process. A recommendation from our good friends led us to the Rosen Law & Finance office. The process was incredibly easy consisting of two office meetings. In the end we were presented with a binder incorporating our trust, POA, healthcare proxy and other documents. Attorney Rosen reviewed each document with us, encouraged us to ask questions and couldn't have explained what we were getting any clearer. Fees were very reasonable. My wife and I HIGHLY RECOMMEND the Rosen Law Group. Getting this taken care of is a load off our minds.

David explained thoroughly the benefits of a revocable trust to us (seniors with 3 grown children and six young grandchildren), and wanting the protections the trust offered to our family, we asked him to set it up for us. We can't speak highly enough about how he guided us through all the necessary steps, carefully explaining what he was doing in a way that made sure we understood everything that was going on. Of particular note is the fact that David welcomes all calls and questions both during the process and afterwards (for free!). We have felt able to call him as needed and he has always been available to talk to us. Our trust has stayed up-to-date, and we can bask in the knowledge that our assets and family remain protected. It was and continues to be a pleasure working with David, and we are very glad to have met him: a pleasurable relationship that we can happily recommend to anybody!

We had little prior knowledge of Trusts & Wills. David explained thoroughly the benefits of a revocable Trust & Will to my husband & I We can't speak highly enough about how he guided us through all the necessary steps. He carefully explained out options in a way that made sure we fully understood everything! We both enthusiastically highly recommend David!

Worked with David creating a Trust & Will for us. We had no prior experience with this. So, his Knowledge, Experiencing & Patience made the process very nice. We have already recommended him to our friends!

I highly recommend Rosen Law & Finance! David Rosen is simply outstanding. He helped me with estate planning and retirement finance management, and the experience was nothing short of exceptional. From the very first consultation, David demonstrated a deep understanding of the complexities involved in estate planning and financial strategies. He took the time to listen to my concerns and goals, explaining every step of the process in terms I could easily understand. His expertise, combined with his approachable and professional demeanor, made the entire experience smooth and stress-free. What really stood out was David's attention to detail and his ability to anticipate potential challenges before they arose. He crafted a comprehensive plan tailored specifically to my needs, ensuring that my family and future are well-protected. I felt confident every step of the way knowing my finances and estate were in such capable hands. If you're looking for someone who is not only a skilled attorney but also a trustworthy advisor, look no further than David Rosen at Rosen Law & Finance. He truly goes above and beyond for his clients. Thank you, David, for making such an important process seamless and worry-free!