"it was nice to have the experienced, calm, quiet Jay Brandenburg”.
When I was helping my mom consider the value of a trust over simply adding my sister and myself to separate savings and CD accounts (as her mom and dad did for her and her own siblings back when I was a baby), it was nice to have the experienced, calm, quiet Jay Brandenburg at Legacy Legal LLP in Carlsbad, CA to explain the trust option to her. He discovered she, like some 68 percent of the folks out there, was without a will. That's really bad news unless you really want to give a large chunk of what you saved all your life to amass to be given freely to probate.
Mom took Jay's sage advice and worked quickly to develop a will. The jury is still out on those "newfangled" trusts.... but at least she knows her options now, and who to go to because she trusts him!
Holly S. Cincinnati, OH