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Bill B., Business Owner

After selling our primary business to a private equity company almost 20 years ago, on the recommendation of a friend, we reached out to David Taylor to develop and implement a comprehensive estate plan for the benefit of our family and to ensure an orderly succession of other varied business interests. David braved the elements, traveling through a significant snowstorm to meet us at our home. It was the beginning of a true, and treasured, friendship and a strategic partnership that lasts to this day. With the utmost integrity and professionalism, the Taylor team works tirelessly to guide and support us in business and estate matters, simple and complex. David serves as our most trusted advisor. More importantly, to us, he’s family.

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