Don't Take Our Word For It
I felt like the services were very thorough. I thought I had things pretty well in hand but the attorneys reminded me of a few more! Most professionally handled with a large helping of caring!
I felt very comfortable at our meetings. All questions were answered. I appreciate being able to ask questions and receive answers after the trust documents were completed.
Attorney Stacy Vogeltanz was considerate and gracious with me. Stacy and her staff were willing to spend time with me and on my case as needed. Ross Estate planning also provided me with a book as a thank you gift and I found the book very interesting and inspiring. I plan to read it again.
This has been and will continue to be one of the best professional services we have ever experienced--The quality of service, the competence of staff, always working with us to fulfill our goals, and with all service done in a friendly and caring manner. We are most pleased with your work in our behalf!
I hired Ross Estate Planning to assist me in the administration of my late-husband's estate. Both Attorney Bob Ross and Attorney Stacy Vogeltanz did a great job in handling my complex issues.
We felt welcome and comfortable. We felt that Stacy was really interested in our well-being.
I worked with Attorney Stacy Vogeltanz for my estate plan. All of your staff are responsive, competent and caring. All much appreciated.
I appreciate the very personalized approach Bob and his staff take. They get to know the client and offer options/solutions to meet the individual client's situation. Bob is very willing to work with individual organizations to provide basic estate planning information in a seminar/lecture fashion. His presentation was well-received by our church group. Bob brings in the "experts" to discuss timely topics such as social security benefits, trustee responsibilities, and long term care issues and options.
It has been a pleasure working with you and even though I know we're not done, I just wanted you to know how Bob" ....and "all the staff made things workable for me when I was most uncertain. Thank you always for your guidance, patience and kindness. You folks are the best. You know I'll be in touch but I wanted to pass these thoughts on now, while I have a few moments to contemplate what's been happening. Tomorrow is our scattering of ashes day and we'll be finished with the tangible part of Mom's Memorial. I think she is proud of how we've all handled things and I have you folks to thank for a huge portion of that.
Easy to work with. Efficient staff. Truly concerned about your financial future and works up a custom plan that is just right for you and your circumstances. Encourages you to remember and record your present so others will know you in the future. Encourages you to stay current with educational opportunities yearly. Friendly person, with a friendly staff.
Thank you, Bob, for assisting us in getting our affairs in order – wish we had done this earlier in our marriage. Of course, it is never too late. Everything was handled very efficiently and you have a great staff at Ross Estate Planning.” It may sound corny or sound like a commercial, but thoughts are sincere.
We have always been comfortable with Ross Estate Planning because Bob and the staff provide the answers to the questions our family needed to know to plan for our future. The questionnaires and meetings with Bob enabled us to develop an estate plan which fit both the needs of my wife and I, plus our 7 children's families. The most impressive thing to Geri and I was Bob's offer to meet with our entire family to explain the entire plan in words that we could all understand. We deeply appreciate the extra effort to provide the best service to us.
Bob has been very helpful to set up our trust in Wisconsin. (which is different from what we had in Illinois). He is very insistent to fund our trust and pushes us to keep the beneficiary forms up to date. He organize update meetings to inform his clients of new laws and regulations which may affect our trust. His staff are very helpful in communicating with our financial companies. We are at ease to know that our wishes are recorded and can be carried out accordingly.
Bob is very personable and understanding. We feel like he is a part of the family. Bob takes the time to explain so we understand. He has always been willing to take the time to assist us with every need we’ve had over the years. He is extremely knowledgeable about how the law pertains to Estate Planning. Bob treats everyone with respect and thinks no question is too silly to ask.