Your Estate Matters Newsletter, Vol. 22.1

March 23, 2017

This issue’s articles include:

Is Someone You Love Depressed?
Preserving the Legacy of the Greatest Generation
No Longer Able to Drive? No Problem
Your Service Animal is There for You
Legacy: Bea Arthur
The Best Smartphones for Seniors (Optional)

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

Michael and his team work very closely with you to help build a strategy for you regarding estate planning. They do not overdo it. They work hard to be certain their suggestions/recommendations fit your needs. Michael asks great questions, listens well and delivers on his commitments. I was very appreciative and hugely satisfied.

Anonymous Client Review September 8, 2020

Personal, professional service and follow up. Did what he said he would do at the agreed price.

Paul Client Review September 8, 2020

Michael has a comprehensive knowledge of estate palnning needs and trust issues. I trust his guidance and counsel completely.

Jim Client Review September 8, 2020

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