We highly recommend Gadi Zohar who is very professional and knowledgeable.
We had our first session so that Gadi could understand our needs and patiently provide answers to all our questions.
Gadi has also explained in detail the pros and cons of each category of trust and how each strategy impacts our taxes now and in the future.
After that session, Gadi and his assistant, Juan Morales, who is also professional and extremely responsive, has sent me the first draft of our documents and clarify or modify some of the paragraphs of my estate planning documents.
We had our last session to go through additional questions and answers and sign the physical documents.
Everything went so smooth and we are happy that now we have everything signed and notarized.
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