No need to go anywhere else!

Andrew is excellent. He was intelligent and accurate with the information provided. He was also kind and patient and explained things in a way that I could understand. He also followed up with me to make sure I did the things on my action list which I greatly appreciated. Seriously, you will be very happy if you go to him! No need to keep looking!


Trust for couple with large family

With 9 children and 7 grandchildren, we had never taken the time to think about an estate plan. Andrew advised us through the complexities very patiently with a knowledge and sensitivity to fully understand the things that were important to us, including our core values and things that would drive end-of-life and succession issues. . . We are very happy with the trusts he provided for us because at the end of the process, he made sure we understood what we had so we knew it fit our intentions well. Working with Andrew has given us great peace of mind no matter what happens in the future. It was not a "cookie-cutter" experience.

Steve and Annette

Mr. Harowitz provided more than expected

I had the pleasure of working with Mr. Harowitz two years ago. I asked him to provide a trust package for my wife and me. Not knowing what to expect, I was a little intimidated by the process I understood on the internet. After spending a small amount of time with David, all of my anxiety fell away. He explained everything in easy to understand terms and made the whole process quick and easy. When he delivered my final product, I was amazed at how thorough it was. He delivered much more than I expected. I recommend Mr. Harowitz to all of my family members and friends.