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COMPLIMENTARY WINE TASTING + ASSET PROTECTION WORKSHOP

Wine & Wills

Thursday, March 20th, at 5:30pm
Total Wine & More | 10320 N Scottsdale Rd Ste 110, Scottsdale, AZ 85253

Donna Jewett
Truest Founder/Attorney
Truest Law

Dylan J. Brinkmann
Partner
SilverTree Wealth Partners

Dylan Brinkmann is a Partner with SilverTree Wealth Partners and a Wealth Advisor with Raymond James. While focusing his business on his clients’ individual financial objectives, Dylan believes the most successful investment strategies look at the big picture. Dylan strives to provide a comprehensive, strategy-focused approach, delivered with personal attention and a commitment to his clients’ best interests.

Dylan is dedicated to helping you and your family build and preserve wealth across generations. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Dylan works hard to help you build and preserve your investments while assisting you in realizing your goals through long-term financial strategies using portfolio management, asset allocation, alternative investments, retirement planning, estate planning, 529 education savings plans and much more.

SPONSORED BY

https://www.silvertreewealthpartners.com/

What an Estate Plan is and why it’s important for all families to safeguard their assets – not just the wealthy

Tax and planning strategies to maximize assets left to your family

How to make sure your children are always under the care of a person you choose, and never in the care of strangers – no matter what happens to you

Why having a Will alone isn’t enough and will likely fail your family when it matters most

YOUR FAMILY'S LAWYER FOR LIFE

At most Estate Planning law firms the relationship ends when you sign your documents. At Truest Law, the relationship extends far beyond the signing of your Estate Planning documents. We keep in touch with you to make sure your plan stays up to date and funded.

Truest Law also has a system to keep your estate plan current, operational, and designed to meet your wishes.

Truest wants to be your Lawyer for Life.

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- Ryan P.
“Service beyond compare. From the moment I spoke with Donna the entire will and trust process was smooth, understandable and extremely valuable. As a father, husband and business owner, understanding how to protect my family and my assets has always been top of mind. Donna and her team did an amazing job! I highly recommend Donna and the Truest Law team”
- Ash & Morgan S.
Donna Jewett and her assistant Sarah were very attentive to our Will and Trust planning needs. They were very thorough and timely in filing all the documents and educating us. Working with them was like a walk in the park.
- Brad B.
Mrs. Jewett's law firm was an enormous relief for our family. We had an outdated trust and were concerned for our daughter’s future and the possibilities of her inheritance being tied up or taken by the court. After meeting with Mrs. Jewett it was clear that she had our daughter’s and our best interests. Mrs. Jewett Is clearly knowledgeable in her trade, educating us on probate and how to protect our family. Her staff was professional, friendly and always available to answer questions.
Karl L.
Donna and her legal team are amazing. We did our family trust through them and it is reassuring to know that our family and children are protected in case of the worst case tragedy. I would recommend them to any of my friends and clients.

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