Stanley L. Allen
GBAs far as I know they're doing a good… As far as I know they're doing a good job. The problem is as a non-legal person, I need more assistance in making finite adjustments in my trust. I'm given verbal advise over the phone and left on my own to work it out when I ask questions. I always feel rushed or like an inconvenience when I call. Meanwhile, I'm paying $1100.00 per year for almost no service. I'm assuming that if something happened and I needed all the mechanisms contained in the trust it would work as advertised, but I don't know for sure. I'm considering taking a trip to Arizona for a sit-down to review my entire estate. I don't even know if that's possible.
Gordon
GBAlways answers my questions Always answers my questions, thank goodness for Coletta!! Provides a deep sense of security, in & out of the office...
Captain Richard Norris
INI would like more news letters so that … I would like more news letters so that i can refresh myself on what I'm actually doing. A review recurrent once a years would be great. Regards, Captain Richard Norris
J. Winter
GBExcellent Professional Services The astute responsiveness of Attorney Douglass Lodmell and his law firm as an asset protection specialist is exactly what I have experienced and appreciate doing business together for over 25 years. When I have a liability exposure question Mr. Lodmell promptly and clearly brings forth a high level of experience and thoughtful advice. I have full confidence in the firm's ability to proactively navigate, anticipate and avoid the unpleasantires of personal exposure. Thank you for your accurate work and guidance throughout many years.
Helen
GBVery difficult to actually speak to an … Very difficult to actually speak to an attorney in spite of that being one of their selling points. Mainly the office manager deals w questions. They also don't take care of the required annual minutes/meeting for Trusts, which was another thing the touted. I'm actually afraid of the service I will receive from this group if I ever need to exercise the protection of the Trust.