Testimonials

“When my Dad died at the age of 62 I began to think through my own planning and how I would help members of my family help me if I was unable to manage my affairs or if I died.  Then I met Gwen and purchased her Workbook.  I have found it a very comprehensive and easy tool to use, and it has all of my financial information and wishes in one place.  Now, as a single parent, I look at it a little differently and feel it is extremely important since I’m the only one who holds all the information for running my household and my finances.  This isn’t a book to just give to the seniors to help with financial and planning purpose, it’s a gift we give to those who love us to provide them with the necessary information to  help us no matter what the stage in life.” – Kim Griffin Bennett, LSW, Director: Visiting Angels/Visiting Rehab Services, Marshfield, MA

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“I was so grateful that we met Gwen and learned about the What if … Workbook™ at the perfect time in our lives.  My grandparents were starting to get to the point where they couldn’t take care of themselves and stay in their home but refused to let us help them.  With the Workbook as a guide my mother was able to walk her parents through getting all the information we needed to know.  It was less intimidating for them because it was just filling in the forms.”  – Craig Guido, Almar Building and Remodeling, Hanover, MA

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“I learned the value of the What if … Workbook™ when my cousin was killed in a car accident when he was 29.  It was a shocking reminder that it’s never too early to make sure your paperwork is in order. The Workbook is about so much more than just our parents’ and grandparents’ estate planning.  I recommend that everyone have a What if … Workbook™, and I happily give it as a gift often; it’s much more valuable than anything else you can give.”  – Allison Guido, Almar Building and Remodeling, Hanover, MA

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“I use the What if … Workbook™ for myself, and I recommend it to my clients.  I find it a great resource for my family to keep track of all our important matters.  And I know that if someone ever needed to take over in an emergency, everything they need is in the What if … Workbook™.   It also helps my clients focus on not only their legal matters, but also on the legacy they want to leave behind.”  – Leanna Hamill, Estate Planning Attorney, Hingham, MA