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.
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.
