Clifford Rice
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2 reviews
100 Lincolnway #1
Valparaiso, Indiana 46383
Valparaiso, Indiana 46383
About
Estate Planning and Administration, Probate, Trusts and Estates, Wills
Reviews and Testimonials
GOOGLE REVIEWS & TESTIMONIALS
Gary Heiser
Mar 14 2019 We attended the seminar followed by a free hour and a half consultation with Mr. Rice. We already had the benefit of the same dynamic with a competitor in Lake County that we decided against because of ambiguous answers (and also less trust features as provided in the Rice trust). Mr. Rice explained thoroughly all aspects of our using a trust plus answered questions without ambiguity. We signed an agreement to process a trust immediately. That was followed several days later with a visit with paralegal Tom Noe who processed and further explained the many features of the trust along with all the signatures involved. Mr. Noe was very organized, patient and personable while going through a large volume of required paperwork capping off and validating for us in an upbeat positive manner that this trust through this firm was the right thing for us to do. We highly recommend those needing asset protection to go to a Rice and Rice seminar and take advantage of the free consultation. Any skepticism (that I almost always have ) was completely gone after going through their finely tuned process! We did the follow up which shows clients how to get other assets into the trust such as bank accounts, CD's, Insurance policies, etc. Their explanation coupled with easy to understand forms along with samples allow their customers to easily move all assets that make sense get moved into the trust. They push their clients to do so knowing that there are very important things besides the home deed that needs to be protected from probate. Not doing so unwittingly exposes clients assets to probate along with various fees, taxes and aggravation. This firm and their living trust and based upon my experience from A to Z does provide an excellent shelter for assets and their process which is simple to follow and explained extremely well by Mr. Rice is well worth the fee they charge. Our experience with the entire process has been a comforting experience for us in terms of knowing that their living trust does protect their clients assets. They leave their clients with the confidence that this firm definitely does care that their clients who purchase their living trust get exactly what they say throughout the process.Barbara P
Nov 29 2018 Mr. Rice did my estate plan, and also handled my mother's Trust Administration when she passed away. He has been in business for 46 years, and is very knowledgeable about estate planning laws and Medicaid laws. His paralegal staff has combined experience of over 100 years. The staff is very friendly and helpful. I highly recommend Mr. Rice for your estate planning and probate needs.
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