COMPLIMENTARY WINE TASTING + ASSET PROTECTION WORKSHOP

Wine & Wills

Thursday, April 3rd, at 5:30pm
Total Wine & More | 10320 N Scottsdale Rd Ste 110, Scottsdale, AZ 85253

Donna Jewett
Truest Founder/Attorney
Truest Law

Matthew Lowery, CFP
Managing Partner, Co-Founder
Suncrest Advisors

In 2002, Matt Co-Founded Suncrest Advisors alongside his father, Boyce F. Lowery, CLU®, ChFC®.  As of 2022, Matt has been appointed Managing Partner of the firm.  He is excited to bring his invaluable experience at large investment firms, private banks, and insurance companies back to Suncrest Advisors.  With his well-rounded skill set that spans two decades, Matt is dedicated to using his knowledge to better serve all Suncrest Advisors’ clients. He specializes in creating fully comprehensive financial plans that efficiently meet his clients’ diverse goals. Additionally, Matt regularly consults on income tax and capital gains tax minimization strategies, asset protection, risk management, employee benefits, key-employee retention planning, executive compensation, company retirement plans, tax-efficient retirement income planning, tax-efficient business exit strategies, and estate planning. He is passionate about empowering people to find and keep their financial freedom while accomplishing their lifestyle desires. Matt is an alumnus of Virginia Polytechnic Institute and State University where he earned a Bachelor of Science degree in Financial Planning in 2001.

SPONSORED BY

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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