This issue’s articles include:

Social Media Friends Versus Connecting in Person
The Stress Factor
Avoid Family Disputes Over Asset Distribution
Different Beneficiaries, Different Trusts
Guess This Legacy

FREE ESTATE PLANNING WORKSHEET

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.

TESTIMONIALS

Client Review

August 24, 2020

Needed to come in to get specific advice for our needs. The attorney spoke to us in terms we could understand, coming to our level and did not make up feel uncomfortable. They were very considerate and caring. We didn’t feel rushed. We felt like they cared and knew what they were doing.

Client Review

August 24, 2020

They were courteous, efficient, knowledgeable, and trustworthy.

Client Review

August 24, 2020

Very helpful. Our children and us are are confident in your group.

Client Review

August 24, 2020

"Very professional, covered all, expertise, friendly, peace of mind now."

Client Review

August 24, 2020

So much of a client's high or low opinion of an organization depends on their welcomed feeling. I felt that every time I visited the office, every person I talked with listened and took action on my concern or questions! They were also very friendly.

Client Review

August 24, 2020

This Avvo rating is killer and so deserved! You are the best brother! The only thing is I think the 10 rating is too low, in my book you go to 11! Congratulations on the award, you should be very very proud. See you at your Holiday party, thx for the invite.

Client Review

April 15, 2021

Excellent

Very interesting, informative and valuable information and ideas.

Valuable information.

Client Review

April 15, 2021

5 STARS! Thanks for allowing this to be on a webinar! Very interested in this topic.

Great Estate Planning Guide

November 25, 2022

John provided very short turn-around time that we needed. He built an amortization schedule that really met our needs. He was responsive and very easy to work with! Quick and easy!

Cammy was also very helpful and professional!

November 25, 2022

Really Liked it.
Assisted by John Oelke

November 25, 2022

Excellent!

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Your Estate Matters Newsletter, Vol. 23.4

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