My wife and I had moved to Florida from Massachusetts a few years ago when I retired. I had put off my Estate planning and needed to find a good attorney to help us with this undertaking. We had a relatively complex estate with a diversity of assets located in many states. We found the Estate Planning & Elder Law Center of Brevard online with excellent reviews. To that end we made an appointment and met with Cassidy and Robin Petersen. What we liked about these two professionals is that they were great listeners. My wife and I had children from our marriage as well as children from previous marriages adding some complexity to our own planning process. We also had different ideas, concerns and objectives with living wills and health care power of attorneys. We had multiple meetings with worked through lots of issues and got this important process done.
As a former CPA, COO and President of a Private Equity firm I have worked with countless tax and law professionals in my career. As such I have seen great, good and not so good tax and law professionals. Cassidy and Robin are real pros! My wife and I both now feel extremely confident that if something happened to either one of us or worse both of us we have a great estate plan in place and two awesome people who would be there to help my wife or I or our children get through a difficult time. We also liked working with their very attentive and professional staff members who also worked on our plan! We highly recommend this Firm!