We really enjoyed working with Kristin and Alyson. Excellent advise and really listened about our family dynamics and how it will all play out in the future. We have a business and other assets that Kristin easily navigated in how best to structure our estate plan. Alyson had wonderful follow through on the details.
-J & M, 2023
Listens to questions and concerns. very thorough in explanations. a pleasure to work with.
-AC, 2023
Everyone at Generations made me feel at ease during the estate planning process. With so many big decisions to be made, they walked me through every step and helped me weigh the pros and cons. They did not rush me, and also did not delay in drawing up documents. The entire process was smooth and workable.
-MS, 2023
I appreciated how Kristin and Alyson were patient with us and always willing to explain confusing concepts in an understandable and approachable way. I really enjoyed the work with did with them on our Trust.
-LP, 2021
Smooth process and great communication.
-MK, 2021
The folks at Generations listen carefully to your needs and concerns. They always have excellent suggestions based on their experience.
-DL, 2021
Rachel made this challenging work more manageable. She is warm, approachable, and does an excellent job the situations that may arise.
-WS, 2021
Working with Kristin was very comfortable especially when discussing complicated or emotional topics. She helped navigate through situations we hadn’t thought of. I feel we now have our “ducks in a row” so to speak.
The office staff were very professional, kind, and detail oriented, specifically handling the COVID protocols, we felt safe and cared for during those meetings.
-CC, 2020
I found my service to be friendly, informative, accessible, and positive overall.
-PL, 2021
Kristin’s guidance was helpful to ensure we were thinking about all the right things, even ensuring our pets were included in our planning. We started the process before the pandemic but had our signing meeting during the pandemic. Kristin helped include COVID specific considerations in our documents and the protocols in place at our meeting helped us feel very safe during an uncertain time. Alyson was very patient during the funding process and helped us work through some of the activities made more difficult due to the pandemic.
-RT, 2021
Thank you for your great work.
-SQ, 2020
We didn't feel rushed which made us feel like we were valued clients.
-JCS, 2020