My goal was to protect my assets from taxes upon my death and I believe we have done that.

Very thorough

It was a delightful experience to have David Healy and his associates help me with my Trust. Everything went very smoothly and all of my questions were answered to my satisfaction. I highly recommend AHL to anyone wanting help with their estate planning.

Professional and friendly. Great service!

I very much enjoyed the help of the young man who walked me through. He kept it simple and understandable.

Mr. Berry was very pleasant and professional to deal with. Explained the whole estate planning process to us, and was available for questions after it was done as well.

My most recent experience with you was good--you sent a copy of my estate plan to Missouri Trust as I requested. However, I met with Brian berry to review my estate plan on May 6, 2025. It needs to be updated since I am now married. I discussed this and several other changes that I wanted made. One change was to name Missouri Trust as my successor trustee, which has been done. But, other changes were to be made and they have not. Brian was to get back to me on these.

Professional and thorough explanation of the entire process. Very personable experience.

David and everyone in the office made me feel very comfortable about the process.