Thanks to the Social Media outlet “Instagram,” I ran across an invitation to “Tastes And Trusts – Estate Planning Insights Paired with California Wine Tasting.” Brilliant idea and great way to host an informational on Estate Planning coupled with a light exploration of wines. This event was held at Total Wines and More in one of their wine tasting rooms. The presentation introduced us to Seth and Leann Bier. Seth gave us a very informative introduction to Estate Planning and why it is so important to have a plan in place. He was thorough and very knowledgeable.
My Mom, Sister and I decided to follow up with a free consultation a few days after the Tastes And Trusts event. My mom already had a trust from a few years back but we had questions about making changes and all the “what if’s.” Seth answered all of our questions and explained everything in detail. We were very pleased with how patient he was with us and he genuinely cared about presenting us with advise and options to move forward with. What I really liked is that he wasn’t trying to sell us anything. There was no pressure. We walked away feeling enlightened and at peace with our planning.
I highly recommend Bier Law for your estate planning needs.
