Premier Estate Planning

Julie 

on Google

2 weeks ago

I want to take this opportunity to write about my experience with Premier Estate Planning and Lia Moats. I always knew I needed to have a trust prepared but I thought it was going to be difficult, costly and time consuming. The process at Premier Estate Planning was professional, concise, cost friendly, thorough and enjoyable. Lia Moats is a delight to work with. She has a vested interest in making sure all details are covered in a smooth and calm manner which I appreciated. Her approach is professional and kind. Estate plan... read more

mark shelton 

on Google

3 weeks ago

You have questions and conserns...They listen and guide you on your planning process! Highest Integrity and Honesty ..working in the client's best interest! Start with a no cost straight forward conversation! You will quickly see the authenticity!! 3 Decades of planning expertise and a high touch family environment! You will see the difference! Thank you! 

Max T 

on Google

2 months ago

Very helpful and knowledgable! 

Ted Bohrer 

on Google

7 months ago

Recently I had a pleasant surprise. Premier Estate Planning sent me an invitation to a one hour seminar at a little Italian restaurant sponsored by Mike Maloney and Brandon Kitchings. The presentation was by far the best I've heard on this topic. All attendees were very much in need of their information, especially the way in which Mike Maloney presented it. He focused on the details that few estate planners cover, like preventing the very common document mistakes with your banks and financial institutions. Mike really prese... read more