About Your Hosts
Matt has been helping clients maximize their retirement for over 15 years by creating plans that are personal to each of his client’s goals. Matt is an advisor that will help you create a legacy and plan for retirement pitfalls.
Plan Your Estate.
Leave Your Legacy.
I am a New Jersey local estate planning attorney who believes the planning starts and ends with you. My boutique law practice offers in-home meetings for your convenience, and focuses exclusively on estate planning so that the end result is an individualized, fully tailored service from end to end. While I guide you through the process and help you to think about factors you otherwise might not, it is you who identifies what matters most, what you want to do with your assets and how they will be allocated.
I like to get to know my clients. I put in the time to understand who you are, what you care about and what you wish to achieve with your estate planning. My approach is friendly and amicable, but also professional and thorough. Leveraging my 20+ years of experience, high attention to detail, and true passion for estate planning, I draft legal documents that leave no questions unanswered.
IT IS ABOUT YOU AND YOUR GOALS
We were so fortunate to have found him when we did. He worked with us develop a plan to protect our legacy and look after our loved ones.
Steve A.
Testimonials from Previous Seminars:
"We had a great experience tonight. Very informative with lots of good takeaways. Thanks!"
"Most useful seminar I think I have ever attended. Thank you!"
"Well done with useful info and opportunities to ask questions. Very impressed."
Learn the difference between a simple will and an estate plan (and why its crucial to have the latter)
Ways to ensure your nest egg lasts no matter how long you're retired.
Learn the difference between a simple will and an estate plan
Understand how a trust can safeguard your assets for beneficiaries
At this Dinner Event you will learn:
Critical steps to avoid probate
Avoid common mistakes when building your estate plan
Matthew Dworetsky
You work hard. Over time, you have accumulated assets.
By developing a plan to secure those assets, you protect your legacy and look after your loved ones.
None of us wants to think about planning for a day when we will not be here. It is unpleasant and uncomfortable – but necessary.
Who will you leave your property to? How would you like to provide for your children? What happens in the event that you become incapacitated? When you are looking for New Jersey law firms or local estate planning attorneys to help you navigate these and many more important questions, find someone who is professional, knowledgeable and easy to talk to.
This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way.
Tax Wise, Patrick Shin, Matthew Dworetsky, Rob Jacobs, Dworetsky Financial are not affiliated with or endorsed by the Social Security Administration or any government agency.
This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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Rob Jacobs
Rob is a SEC registered Investment Advisor Representative, and uses his decades of financial service experience to educate clients on ways to protect their assets, reduce taxes and provide more income over their lifetimes.
The pros and cons of IRAs, Roth IRAs, 401ks, pension plans and Social Security.
Featured In:
John R. Zajac
FREE Dinner Event:
Estate Planning, Retirement, Taxes: Avoid the Mistakes That Could Cost You Big.
Click the date button below to register
OR
Ciro's
301 Buckelew Ave, Monroe Township, NJ 08831
Ristorante Italiano
*You must be between the ages of 35-85 to attend this event
