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

Life Focus Planning
By Matthew A. Ferri, Esq. What do you need to know before finding an attorney for estate planning? We’ll cover the basics here. Estate planning secures your family’s future and ensures your wishes are met when you’re no longer able to make decisions for yourself. While many people think of estate planning in terms of wills […]
Life Focus Planning
By Matthew A. Ferri, Esq. Beneficiaries are individuals, organizations, or entities whom you designate to receive your assets or benefits upon your passing. They can include family members, friends, charities, or even trusts and business entities. Properly naming each beneficiary is essential in ensuring that your legacy is managed and distributed according to your preferences. In […]
Life Focus Planning
By Matthew A. Ferri, Esq. A will ensures your assets are distributed according to your wishes after you pass away. An often overlooked but critical decision is selecting the right Personal Representative. Your Personal Representative is responsible for administering your estate, handling financial matters, and ensuring your instructions are followed. In this article, we’ll explore the […]
Life Focus Planning
By Matthew A. Ferri, Esq. Estate planning is not only about distributing your assets at death. It also involves safeguarding your interests during your lifetime, particularly if unforeseen circumstances render you unable to make decisions on your own. A Power of Attorney (POA) grants someone you trust the authority to act on your behalf in various […]
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