Testimonials
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My Dad has lived in Arizona for the past 14 years and had set up his Living Trust with MHK years ago. He is now living in an assisted living home and recently requested that I take over as the Trustee of his living trust. With me living in upstate New York and Dad in Arizona, I thought this process would be long and difficult. As it turns out, with a few emails and a phone call the Trust was revised, the portion requiring my signature was emailed and in no time I had the revised Trust in my hands. With Tim and his top notch staff they made the process so easy for me. If you need any help with estate planning, don’t hesitate to contact MHK. They know what they are doing and will get the job done.
- Long distance revision to a Living Trust with the help of MHK
As newlyweds and business owners, my wife and I were looking to put our assets in trust but didn’t know which firm to use. One of our family members gave us the name of their trust attorney in Utah, but he’s not licensed in Arizona. This attorney made some phone calls and recommended two (2) firms in the Phoenix area. Being from Flagstaff, we schedule both meetings on the same day.
After meeting with the first firm, we were very discouraged as some of the comments made by the attorney had my wife in tears. This attorney seemed more interested in all the designations after his name than listening to us and our needs. In the hour we were there, we only spoke maybe 15 minutes; we just did a lot of listening to him bragging about himself.
Being discouraged, we were a little hesitant about our 2nd meeting which was with Dan Morris at MHK. While sitting in the lobby I noticed three (3) books authored/coauthored by Dan Morris on the subject of Estate Planning. This impressed us more than any designation after one’s name. We met with Dan and he was extremely polite, a true gentleman, and he did a lot of listening which made us feel comfortable with the whole process. He thoroughly explained our options and the entire process. After an hour or so, he said he could leave the room so we could discuss privately how we wished to proceed. Without hesitation, my wife and I both said you don’t need to leave the room, we’ve already made up our mind and hired his firm right on the spot. When we hired them, they made it clear we were hiring the whole firm, which is nice to have all the support staff at your fingertips. We worked very closely with Jim Plitz during this process and he was extremely thorough, efficient and professional.
Being so impressed with the staff at MHK and all their abilities, we are now using MHK Financial for all of our financial planning, corporate structures, liability protection etc. We are also looking to employ MHK Accounting to handle all of our tax returns. This is a big decision for us since the company I bought has been using the same CPA firm for 37 years. But having everything (Estate Planning, Financial Planning, CPA) under one roof (they are in different buildings) with a firm we trust makes both my wife and I sleep better knowing we have the MHK organization looking after us.
If you are reading this and considering Estate Planning, waste no more time and look no further than MHK, you have found the best!
- Michael & Michele – Flagstaff, AZ
MHK was recommended to us by our tax accountant 8 years ago. After our first meeting we came away very comfortable knowing that they had our family’s needs aligned with the current tax laws. But for us, it was not all about their tax expertise; it was learning the different options we could use in setting up our trust and structuring our distributions. They are attentive listeners and MHK’s professional culture is clearly evident throughout the firm. We’ve had a few plan tune-ups since our first meeting and we continue to be very satisfied with their services.
- Steve and Kate Veltri
- Ron Casola
You & your team have certainly gone over & above the call of duty in serving us, particularly
with the troubles with the bank. We so VERY much appreciate the thorough & very professional
manner in which you & your firm have served us. We left yesterday’s meeting with a great
sense of relief knowing that our wishes upon our demise will be fulfilled.
THANK YOU !!
- W & L S – Arizona AZ
- JoAnn M. Christensen
As a retired investment and financial planning executive, (ex RIA, CFP) , I learned enough to go to trusted experts with in depth and current knowledge in problem areas.
Part of my duties included succession planning for other financial planning professionals. A recurring problem was the spouse who was unable to cope alone.
The expert I chose was MHK to prevent my wife from being alone with estate problems when she’s alone.
Good choice, MHK.
- T & M S – Scottsdale, AZ
- Barbara and William Kloepfer
