David S.

David S.

After procrastinating for many years about getting my estate plan in order, I finally decided to get down to business. I was referred to Randy Doane of Doane & Doane, PA by a friend. I was glad to note they possessed all my base-line requirements: Board Certified in Wills, Trust and Estates, taxation experience, excellent reputation, firmly planted in the area, boutique atmosphere, convenient location and initial consultations were complimentary. I arrived with the pre-conceived notion that my particular situation was somewhat convoluted. I was sure estate planning would pose a tremendous challenge. At my initial consultation, I had a chance to present my situation and verbalize my anxieties. Within that first meeting, Doane & Doane presented me with recommendations, options and fees. Because of their knowledge and expertise, my presumed difficulties were readily resolved. I was able to finalize my estate plan within a couple of weeks. It turned out to be a pleasant and informative experience. I have been back to Doane & Doane, PA a few times over the years to integrate into my plan some life changes that have occurred. Always .. . I am met with great care and concern for my overall situation and ultimate satisfaction. Always . . . I leave with the precious gift they promise at the first meeting: Peace of Mind! When I cross their threshold, I am often a glass-half-empty sort of fellow because that’s just who I am. When I leave the offices of Doane & Doane, PA, I am definitely transitioned into a glass-half-full sort of guy because I know the legacy I worked so hard to accumulate all my life will follow the path I desire. Thanks, Doane & Doane, PA. Peace of Mind is a beautiful thing!