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Allison Consulting helped us create our family trust last year and we could not be happier with our experience and the results. Clark and Paula made this complex task easy, and provided a comfortable and secure environment. They are extremely knowledgeable and shared their expertise in a manner that was clear and straightforward. Clark presented a variety of options to ensure we were able to make appropriate choices, and our questions were addressed quickly and accurately. It is essential to have people you trust handling such a significant personal matter, and it is evident that Allison Consulting is committed to building and maintaining strong relationships with their clients and we look forward to working with them in the future.
Jim and Michelle Rademann
Folsom, CA
February 07, 2008
It was an absolute joy working with Allison Consulting. My husband and I have very little assets but we have learned that it is our responsibility to be faithful with even the little we do have and to protect it. After working with Clark and Paula, they helped us put together a trust that will protect our family, our assets, and most importantly our kids, should anything happen to us. I was most impressed with how graciously they took care of my husband and me even though we had very little knowledge in this area it was nice to go to someone I could trust who had our best interests in mind. They are so incredibly knowledgeable with regards to the law and with regards to helping to protect families in worst and best case scenarios. I not only would recommend them to friends and acquaintances…I have recommended them and will continue to do so.
Heidi and Andrew Matzke
Orangevale, CA
January 25, 2008
Allison Consulting came highly recommended to me by my professional advisor to handle my estate planning needs as well as the set up for any new business entities which I would be involved in. My experience with the Allison Consulting team has been nothing but positive in every aspect. One of their greatest attributes is that once you are their client, you know that they will always be there to offer guidance and personal service, and make you feel like part of the Allison Consulting family.
Isabella Rogers
Davis, CA
January 25, 2008
Allison Consulting was wonderful to work with. Both Clark and Paula made the trust process totally painless. I would have done it much sooner had I known how pleasant it would be, and how much peace of mind it would bring! Not only is Clark a skilled and thorough estate-planning attorney, I felt he and Paula really understood and addressed our concerns as parents of young children. As parents themselves, they know what it is to want to protect your family and create a secure future. I highly recommend Allison Consulting.
Melissa Salman
Sacramento, CA
January 17, 2008
My wife and I knew for a long time that we needed to do something to make sure our kids would be OK if something ever happened to us, but we really didn’t know where to start. I read a How-To book and looked at an online option that was supposed to create a plan for you – what a waste of time! I was left feeling more confused than when I started.
We called Clark because we heard he had a different approach. He walked us through the process in a simple, straight-forward manner. Our initial meeting lasted about an hour. He asked some questions about our family, our goals and financial situation. He explained what we should consider and how it would protect our assets and our children.
And then he sealed the deal - he gave us a reasonable, up-front price of what it would cost AND said we could call him anytime with questions or to add assets to the Trust - at no additional charge! Thanks Clark!
Eric Baumgartner
El Dorado Hills, CA
January 17, 2008
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