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Tax Lawyer Jacksonville Ross Greenberg

5.0 (1 review)
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Government law

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1 year ago

Attorney Greenberg handles all of my taxes every year, and I recommend him to everyone. He also handled my will and trust.

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Legacy Planning Law Group - One of our families chose to share their experience with us. We're honored they chose us.

Legacy Planning Law Group

(3 reviews)

Southside

Reviewing a firm that assists with estate planning is somewhat odd...it's something that one hopes…read moreis only done once...that one (hopefully) doesn't become very experienced with...and if it's done wrong it's too late for you to do anything about it. That said, we had a very good experience with Bill and the team. Both we and my elderly in-laws came in for estate plans. A personalized welcome sign greeted us in the lobby. The entire staff took covid precautions very seriously. It's clear that Bill and crew have done this many, many times, as Bill's spiels are clearly practiced and answer so many first-timer questions up front. Bill and his team members are all very patient and responsive to questions. Bill offered good alternatives for our particular situations. I appreciate that the firm is tied into a network of estate planners to help them stay abreast of changes to law. I also appreciated the choice between three levels of estate planning, and Bill's honesty in recommending a lower (and less expensive) level that would meet our needs. And for those who might need it, an option to join a customer care program that provides ready access to the forms resources for those who need it. This is one time when saying I won't be going back to a business is a good thing: it means I believe the job was done right the first time and so won't require a return visit. I would highly recommend this law firm to others.

Bill O'leary and his staff evaluated our needs, developed, and implemented an Estate Plan that met…read moreour objectives to successfully distribute our assets to our heirs as we directed. Bill and his staff demonstrated a high degree of professionalism and skill in constructing our estate plan. His company staff attentively listened to our needs and accurately generated the documents to meet this requirement. Bill's Legacy Planning Law company had a general concern for our estate planning wellbeing, explaining/articulating the process and requirements during the entire process. His office produced highly accurate and professionally written estate planning documents to give my family peace of mind eliminating the stress and pressure of future untimely events that may occur in our lives.

Tax Lawyer Jacksonville Ross Greenberg - taxlaw - Updated May 2026

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