“We have known Joe for over 20 years and we needed our wills reviewed and updated. Joe was instrumental in guiding us through the process with a lawyer as he knew everything about our business, our investments and my family. My wife and I were able to set up clear instructions that provided for everyone and each other. There are assets we wanted held for the long term that we wanted our estate to benefit from. There were also assets that could be sold if the family chose to do so. We were very pleased with the resulting document and with the ease of the provided by Joe.”
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