What Our Clients Are Saying
How do we know The Family Estate & Legacy Program™ and The Estate Settlement Program™ systems work? Not only has Craig R. Hersch, founder of The Freedom Practice™ seen his revenues increase five-fold since implementing these systems, but the clients are more than satisfied with the processes. Don’t just take our word for it. View below to see what some of our clients have to say about these innovative systems following one of our Annual Maintenance Program workshops.
Craig and his team did a very thorough job which was well thought out and executed. He took the time to guide us in all phases. He brought clarity to a complex situation. Follow his advice, the process is worth your time and effort.
It seemed as though everyone’s goal was to make everything as easy and comfortable for us as possible.
We moved to Florida from New Jersey and Craig Hersch did an excellent job of explaining the differences in the laws of the two states concerning estates and adapting our estate plan to the Florida statues. Subsequently, events in our lives required revisions in our estate plan, including the creation of new trust documents to address our special circumstances. Craig and his team handled these changes competently and expeditiously while ensuring that we fully understood their impact on our estate plan. We feel that Craig’s in-depth knowledge of estate matters and the associated tax regulations will produce significant savings for our heirs. In working with Craig and his team, we feel comfortable that they always have our best interests at heart.
Craig Hersch and his entire team have consistently provided outstanding advice and care with respect to our estate planning needs. They treat us like family! Others to whom we have recommended Craig and his law firm have enjoyed the same experience.
Craig Hersch has been my father’s attorney for many years. So it was with confidence that my family turned to him after our father’s passing to handle any legal concerns in the settlement of his estate. From the beginning, as the Personal Representative, I found Craig Hersch and his team to be thorough and helpful, all in a timely fashion, throughout the process. An initial conference was arranged to understand the family’s needs, to explain how the process would unfold and the specifics of how the firm would help manage the various steps. Communications from then on were regular, prompt and to the point, with additional conference calls bringing in all pertinent players arranged as needed. I highly recommend the Firm to anyone seeking thoughtful and experienced help through a similar situation.
Craig Hersch and his associates did a great job settling my father’s estate. We are most appreciative of their efforts. We also established a personal relationship through this process.
Initially, Craig Hersch helped us with an Irrevocable Life Insurance Trust and related gift tax issues. The relationship grew into complete estate planning… something I always assumed would be “pretty far down the road.” Tragedy befell our family when my wife, Cathy, was diagnosed with cancer and died in 2015. The family was devastated and the last thing we had on our minds was dealing with the complexities of estate issues- legal, tax and financial. Craig had put a comprehensive plan in place. I challenged him about a number of my concerns, and you know what, everything Craig had put in place made the entire process effective and efficient, which was very important to me during this difficult time.
Recently we decided it was time to update our estate plan. We did a good bit of research into the right attorney given our circumstances and selected Craig from a rather long list of recommended attorneys. The results were outstanding. He was very detailed in his analysis of our needs and goals. As he prepared our documents, he communicated his thoughts and made recommendations that made a lot of sense. There were two items that I found particularly important… he had his staff do the necessary re-registration of our assets, and he made sure he met all of our family to insure they knew where to go for help. We could not be more pleased with the results. As a retired CEO of a large trust company, I have seen a lot of documents that were prepared by many attorneys. None were better than the work Craig did for us!
Craig Hersch and his legal team added compassion, concern and empathy while assisting in the formulation of our plan. They were available during good times and bad times. They executed our needs and wants in order to give my family a sense of security. They earned our trust and respect. Our work with them has provided us with a tool that has secured our present and our future and can be reviewed and changed if need be at any time.
As a physician and business owner I expect exemplary performance and results from other professionals that I engage for services. I can say without reservation or hesitation that Mr. Hersch and his team have met and exceeded those expectations. Mr. Hersch’s training and experience as a Certified Public Accountant as well as specialized certification in Trust and Estate Law make him uniquely qualified to address a wide variety of issues and concepts. As a husband and father, as well as a business owner, I am at peace and sleep well at night knowing that Mr. Hersch and his team have ‘covered my back.’ I have utilized Mr. Hersch’s services and expertise for over 16 years in a variety of legal and trust matters. I am an active client now, and I expect my children and grandchildren to be active clients of Mr. Hersch and his firm in the future.
Many thanks to Mr. Hersch and his tea for the expeditious creation of the new Trust for my grandson. The creativity they exhibited in these regards along with that in the original Trust formulated for me speaks volumes to me about the wide range of Mr. Hersch’s professional abilities, which, combined with the ongoing follow-ups provided by the legal staff, represent and outstanding service. Mr. Hersch and the legal team are to be saluted for staying current of all developments affecting estate planning, tax laws and accounting procedures and I can truthfully say that in my 64 years in business, I’ve never worked with a more informed and well rounded professional. To find time to stay on top of business demands while maintaining a close and loving relationship with his family and participating in athletic events, to me, is wondrous. My wife joins me in expressing how much we value having them taking care of us and are comforted knowing that they are there to serve our ongoing needs.