One Roof Planning – Zoom Town Hall
Informative presentation by Attorney Adam Warnke, Certified Financial Planner Nancy Beck, and CPA Jason Kieninger. Principals will discuss SECURE Act, CARES Act, new tax and investment developments, and estate planning opportunities, and a short question/answer session.
Conference information to follow.
Adam has been amazing to work with after an unexpected death in our family. He walked my siblings and I through every step of the probate process, answered all of our questions, and has been there for us every step of the way! Cannot say enough great things about our experience. Adam has made a very stressful situation so much easier, he has taken a burden off our shoulders so we can focus on our family during this time.
Adam Warnke is the finest attorney I have ever had. I’ve hired and dealt with many over the years. Adam is unique. He just gets it. He understands that whatever the legal issue, the real reason we contact a lawyer is anxiety. He’s among the best I’ve ever seen at relieving that anxiety where possible. Where not possible, he does an amazing job of explaining why that stress is rational and helps you navigate. In service industries, and especially with the law, what you really pay for is to feel taken care of. Adam has your back, and he makes sure you know it. In law, this is as rare as hen’s teeth. He also gets that the soul of service is teaching. He explains so well the issues and options you have and that knowledge you gain, you keep forever. With other attorneys, I have felt they don’t want me to know what they know, so that they maintain their value. Adam is the opposite, he empowers you to be a better caregiver for yourself and those you care about. He has my very highest recommendation.
Adam was very easy to work with, he took his time and explain things well.
Adam was so genuine in his personal approach with our parents. He took his time and never seemed rushed in explaining their options. He asked questions to understand their specific situation and then made his recommendations. He was very respective and extremely knowledgeable. They both seemed very much at ease and comfortable as he presented his proposed plans - not an easy task when discussing such sensitive topics with aging parents. I would definitely recommend Adam for elder planning. He creates an environment to ease the tensions of a typically emotional decision making process.