As part of your overall planning, we also encourage our clients to ensure their wills and power of attorney are up to date.
We recommend a review of these documents with your legal counsel every few years. If you have not yet set up a will or power of attorney, we would be happy to make an introduction to one of the professionals in our strategic network that we work with.
I met Mark shortly after finishing medical school in 2012 and was very impressed with his professionalism, warm demeanor, and honesty. He is efficient yet patient and explains everything he is doing in terms I can understand. He uses personal stories as examples and I trust Mark’s opinion and recommendations.