Testimonals

My Mother was concerned that my brother was disabled, would not be eligible to be a beneficiary of her trust. Mark was able to set up her trust to provide for him after her death, giving my mom peace of mind.

Conscientious of tax implications of moving investments

I have asked American Atlantic, LLC to help provide the service that you expected when you obtained your estate plan. I stand behind that service to my clients.

We have worked with Mark Wagner, agent and notary. His continued support and service has been a great comfort in satisfying the death claim settlement and making sure that my mom had an income stream for the rest of her life.

Mark Wagner has continually met our demands and has exceeded our expectations. I would Highly Recommend him to anyone that may have a need or interest in forming a family trust through his alliance program with local attorneys and CPAs to assist in legal or tax advice.