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We Picked the Right Attorney Marc did an amazing job for us. My husband recently retired, and we wanted to get our affairs in order. We began working on this process in the middle of the coronavirus pandemic, so Marc had to work quickly to adapt to the new environment. Which he did -- most admirably. He educated us about our options, and we ended up creating a trust. We also now have in place beneficiary forms, powers-of-attorney, medical powers-of-attorney, and a safety net for our adult children. It's such a relief to have our finances and wishes organized and on paper. The notebook Marc created for us is almost a work of art. I highly recommend his services. View More

Estate Planning Marc assisted my wife and I in setting up a revocable trust for our estate planning. Going in we were not very knowledgeable about the complexity of the process or the level of detail that was required and Marc did an excellent job guiding us through all of the requirements. We’re very happy with the end result of Marc’s efforts and know that our children will benefit greatly as well.

Estate Planning Expert who provides in-depth education and documentation With my parents’ passing two years ago and having dealt with their Trust, my husband and I came to believe we needed a Living Trust also. We did a lot of research on the internet and found Carlson Law Office. When we met with Marc, we were very impressed with his in-depth knowledge of estate planning and his clear and thorough way of explaining everything. He listened intently to our personal situation and recommended a plan that fit us perfectly. The Estate Planning Portfolio binder that he and his team assembled was amazing! Not only did it include the usual estate planning documents, but also background education and detailed instructions that have been so helpful in implementing our Trust. Marc’s personable and caring manner made a difficult topic easy to discuss. Thanks, Marc! View More