Our experience with Jessica was so entirely different than with another Estate Planning attorney. I couldn’t seem to comprehend anything the other lawyers told me, but somehow your team was able to put everything into plain English that I could understand and follow. I cannot thank you enough for all of your help. By Emma Guido | April 30, 2025 Read More
I have been telling my friends, relatives, and others, about Cassaday’s Estate Planning service. It just makes so much sense that the financial institutions who are managing our money know that our estate documents are in good order. The service was invaluable to me and an extra benefit is the fact that it was integrated with the rest of the Cassaday program. By BuffaloBuilt | July 18, 2023 Read More
When Angelica reached out to us for a program review with Chris, we didn’t think about touching base with you to make sure our estate plan was still on track. True to Cassaday & Company form, the Cassaday team is out ahead of us in every way. By Emma Guido | May 8, 2024 Read More
I wanted to take a moment to extend our sincere thanks to Ramah for putting together our trust. Her dedication to ensuring our family’s financial security is truly valued. Ramah’s professionalism and expertise was very reassuring throughout the process. The Cassaday team is exceptional. By Emma Guido | April 30, 2025 Read More
We wanted to thank you for doing such an outstanding job with our kids’ newly established trusts and updates to our estate and will. We received all of the binders via FedEx and they are quite impressive! I plan to wrap each and present them to the kids at Christmas time. This is a huge milestone in their financial lives and we are thrilled they are each establishing a relationship with JM Law and the Cassaday advisors. We appreciate all your hard work and dedication as our legal advisor. It has always been such a joy to work with you – we certainly feel very blessed to have had your guidance throughout this process. By Emma Guido | April 30, 2025 Read More
It’s correspondence like this from Jessica, Angelica, and Chris that continues to convince us that we made the right decision to invest with Cassaday & Company, Inc. By Emma Guido | May 8, 2024 Read More
Always a pleasure working with JM Law and Michael Dietz! He makes the process of estate planning understandable and takes the time to go through each document. He has worked on both my father’s estate plan, as well as mine, and we could not be happier. He even took the time to come to my father’s assisted living residence and do the document signing their. 5-stars for Michael and JM Law! I highly recommend their services. By Emma Guido | April 30, 2025 Read More
I rest assured that my financial affairs are in good order, making things easier for my heirs. By BuffaloBuilt | July 18, 2023 Read More
We completed work on two estates. It’s been a long and sometimes bumpy road, and we wanted to thank you and the entire Cassaday team for your support throughout. In addition to lots of help from the addressees at various times, we know others were in the background helping us untangle these two overlapping estates. While we don’t want to leave anyone out, Joshua, Riley, and Sarah did a lot of the heavy lifting, so thanks to each of you. You have built a great team and we are fortunate to have all of you in our corner. By Emma Guido | May 8, 2024 Read More
Michael has always been responsive, friendly, and patient, and he has provided us with excellent guidance. Working with you both makes us feel more confident and comfortable that we are in very good hands at Cassaday. By Emma Guido | April 29, 2024 Read More
It feels like we have a kind of safety net now that these documents are complete and that is a massive relief for us. By Michelle Tigani | July 21, 2023 Read More
