“I just returned from one of the truly best estate planning sessions I've been exposed to.

I read some of this guy's publications and was very impressed. His name is James Lange, a lawyer and a CPA. He's published articles on retirement and estate planning that have been peer-reviewed by the AICPA (American Institute of Certified Public Accountants).  Their review of his work is at very least a mark of excellence.

Anyway, we had a two and one half hour session tonight in Jim's Law Offices in Squirrel Hill.  Exceedingly well delivered, organized and useful. I actually got two new estate planning ideas and I thought I had read and understood everything from AAA to ZZZ!

He made a Powerpoint presentation with a booklet handout of every slide plus copies of several of his publications.  Good and complete answers, lots of numerical examples and clear descriptions of various trust plans.

He is not selling or recommending any funds, equities, insurance, bonds, etc. You simply pay for his planning service. He also offers a free individual consultation to provide an initial estate planning assessment and cost for providing a complete plan.

From what I've read, talked to, listened to, and met with, he is, in my judgment ahead of and well above everyone else in this field that I've met.

His material broke down into two logical areas. The first period covered withdrawals, the Minimum Required Distribution rules, and beneficiaries in the clearest presentation I have experienced. The second period covered estate-planning techniques.

This guy is an exceptional resource.”

“This is a highly complex field – very difficult to understand, retain and apply.  I felt the presentation was excellent.”

“Good because you answer questions directly – many seminars tell you ‘Come see me!’  Glad your final message isn’t:  ‘You need life insurance and I have just the policy for you!’”

“Enlightening – insightful – excellent.”

“Very good and clear presentation.”

“I came to the seminar prepared, having read several of your articles and still learned some new things.”

“Very useful to have both slide presentation and booklet of slide material.”

“Excellent, well organized presentation.  Very patient with your responses.”

“Very clear and concise - understandable - outstanding!”

“Very good seminar.  Presentation was excellent.  Mr. Lange is highly knowledgeable.”

“I further appreciate how much I don’t know, how complex the subject is, and why I’d feel more comfortable with expert assistance in the future.”

“Excellent presentation!  It addressed my current problems and questions.”

“Take it from a teacher; you have excellent up-to-date teaching skills.”

“You’re a good speaker.  Interesting, professional, have something interesting to say.”

“Good presentation of a very complex subject.  One that can be very expensive upon your death.  Very well presented and organized.”

“Excellent job!”

“Most informative seminar I attended.”