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March 17, 2020

213-38 40 Ave
Bayside, N.Y. 11361

Dear Ann,

On Friday, March 13, 2020, my wife Eileen and I met with you at your Port Jefferson office for a periodic review of our Family Trust and Power of Attorney documents. Additionally, we updated our financial status, and introduced you to our financial advisor.

Once again, we were reminded and re-assured that we definitely made the right choice when we chose your practice for our elder law needs. I don’t know if I ever told you that we had looked at a number of other elder law firms about five years ago.

We ultimately decided to go with your firm – not just because one of your offices is nearby, and not just that your fee was far more reasonable than other firms we interviewed. We have since come to know that there are services you
perform as a courtesy that other practices just add to their billable hours. (e.g. a report that other firms charge upwards of $500.00, periodic status reviews, and even sometimes visiting elderly clients in their homes).

It wasn’t until we had the opportunity to sit down with you when we soon realized we made the right choice. And with every visit since, you continue to be so professional, informative, PATIENT, and seriously kind and caring. We’re so glad to have placed our trust in you. Thank you, Ann.


George & Eileen Bruckbauer