Heritage Elder Law & Estate Planning

Missy Krensavage 

on Google

2 weeks ago

We are just finishing up our estate planning with Jeffrey Banner. We would like to commend him for his professionalism throughout out this process. He was extremely helpful with information we needed as well as, instructing us in all the options available to us as far as setting up the trust. We are very pleased with entire process and with Jeffrey as our adviser and his great explanation of what we need we and certainly rate our experience as five stars. Sincerely, John & Mary Krensavage 

Karen Grady 

on Google

4 months ago

Great people doing great work. Jeff talked us through our options and created a plan perfect for us. Their office helped us with power of attorneys, wills and a special needs trust. It's a good feeling to be prepared for the inevitable. 

jake dufford 

on Google

5 months ago

Kept missing and rescheduling. 

jcnic33 

on Google

5 months ago

I had an outstanding experience working with Attorney Taylor for our family's elder law needs. From our very first consultation, he demonstrated deep knowledge of elder law and Medicaid. He, along with Cheryl, took the time to explain every option clearly, patiently and answered all our questions. They helped us feel confident in making some very important decisions. This was a stressful time for our family, not knowing how to navigate this, and they approached everything with empathy and genuine care and we always felt well... read more

Alicia Roxbury 

on Google

7 months ago

We attended a seminar and then visited the office. Everyone was very friendly and took time to explain what was needed to set up a trust. Thank you Jeff and staff!