Al Phillips

Oct 6, 2023 lifefocusplanning-admin

Matt has done a complete estate package for me including a Trust, a Will, a Power of Attorney, and instructions. I have been very pleased with his services and his thurogh coverage on all aspects of a Trust. The pricing was very reasonable and I like the fact that Matt has a yearly follow-up plan in place so the Trust will always be up to date. I would recommend Matt to anyone looking to protect their assets and to assure your property goes to who you want.

Recent Articles

Navigating Trust Administration: A Comprehensive Guide
Navigating the landscape of estate planning can be complex, but understanding the key elements of trust administration can simplify the journey. Whether you’re setting up a trust or managing one, knowing the ins and outs is important. In this blog we’ll delve deeper into the essential components that make up effective trust administration, ensuring your […]
Estate Planning Pitfalls to Avoid: Common Mistakes and How to Steer Clear
Ensuring your family’s future financial security and harmony requires careful planning, yet many people overlook its importance until it’s too late. Mistakes in estate planning can lead to unnecessary stress, financial loss, and family disputes. To help you navigate this process smoothly, we’ve outlined some common pitfalls and tips on how to avoid them. Procrastinating […]
sasun b piggy bank
Inheritance can be a sensitive topic, intertwining complex emotions with practical considerations. While the thought of passing on wealth or assets brings a sense of legacy and security, it’s equally crucial to prepare beneficiaries for the responsibilities and implications that come with inheritance. Whether you’re planning your estate or assisting someone in doing so, guiding […]
Laura Fuhrman
As caregivers, we are entrusted not only with the physical and emotional well-being of our loved ones but also with preserving their legacies and honoring their wishes for the future. Legacy planning goes beyond financial considerations; it encompasses the preservation of memories, values, and family history for generations to come. In this blog, we delve […]
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