"David is very knowledgeable and was so…"

David is very knowledgeable and was so easy to work with. He is very friendly and his fees are reasonable. I highly recommend him and will definitely use him again when necessary.

"Efficient and Professional Service"

David is professional, consistently demonstrating a strong commitment to delivering quality results. He handled everything efficiently and ensured that the job was completed promptly. I really appreciate his thorough approach and quick turnaround.

"Peace of Mind and Protection: A Game-Changing Financial Partnership"

As a first-generation immigrant and real estate investor, I’ve navigated the complexities of the industry for years without the level of asset protection I truly needed. Working with my Chief Financial Officer to set up a series LLC and a trust was a game-changer. His expertise and guidance brought a long-awaited sense of relief, knowing that my assets are finally shielded against potential liabilities.

He didn’t just stop at asset protection; he also ensured that my financial planning included a will and power of attorney, covering everything in the event of my death. It’s reassuring to know that my affairs are set up properly for the future, even though I’m currently unmarried without children, my immediately family will be taken care of. However, I now have peace of mind knowing everything is in place for when I do start a family and my assets protected. I’m grateful for his dedication in securing my financial future.

"If I could give David more stars I…"

If I could give David more stars I certainly would. Great job with my trust. Very knowledgeable, very pleasant to work with, very prompt with responses via text, phone and email. I would highly recommend David to create the best Family Trust to fit all your needs. Thanks David!!!

"Superb business ethics"

Superb business ethics, knowledge and go to person.

"worth every penny!"

David was very caring and went beyond I what I would have expected for his service. It was fast and completed with no problems. HIs review of our trust was unexpected and put me feel thoroughly at ease with having him help with our property deeding. Thanks David.

"Fast results"

He helped navigate and fill out charity approval forms that are fairly complex to the novice. In spite of some of the paperwork getting done kind of slow, in the end, David helped get our 501(c)(3) IRS approval in record time!

"David was able to get my nonprofit…"

David was able to get my nonprofit approved by the state in 4 hours and the IRS in 4 weeks!! Record time for both!!

"David has been nothing but pleasant and…"

David has been nothing but pleasant and helpful since our first phone call! He is extremely knowledgable and knows how to help his clients every step of the way. He even offered to meet us closer to our home to sign our documents for our Trust, and we will be using him for Financial planning as well. He's the best.

"Knowledgeable and Patient"

We knew nothing about Trusts and Wills before starting this process. Our trust was complicated. David worked diligently to come up with a document that we are very happy with. His patience in answering questions (no matter how many times I asked them) was greatly appreciated. Additionally, he prepared and educated us regarding other documents we needed to get our affairs in order.