All Posts by Matt Meuli

About the Author

My goal is to be your trusted advisor who helps you make the very best personal, financial, and legal decisions for your family throughout your lifetime. I want to help you not just now, but also when you can’t be there so that I can help guide your loved ones through a difficult process.

Jul 08

7 Processes to Complete With Your Parents Before They Die

By Matt Meuli

In a recent Facebook post “Processes to go through with your parents before they die,” Daniel Schmachtenberger, founder of the Critical Path Institute, outlined seven simple exercises to use with your parents that can offer significant healing and completion for their life and yours.  While Daniel shared these processes in the context of the impending death […]

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Jun 24

Seniors and Their Families Should Be Wary of Reverse Mortgages

By Matt Meuli

If you’ve watched TV lately, you’ve likely seen ads touting the benefits of reverse mortgages. The spots typically feature famous actors like Henry “Fonzie” Winkler, Robert Wagner, and former U.S. Senator Fred Thompson telling elderly homeowners how they can dramatically improve their retirement with a reverse mortgage. But what the ads don’t show is that reverse […]

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Jun 17

The Real Cost To Your Family: Relying On A Will Alone

By Matt Meuli

Whenever the topic of estate planning comes up, people invariably mention creating a will. And with good reason—having a will is a foundational aspect of your estate plan. However, a will is only one small part of effective planning. In fact, if your plan consists of a will alone, you’re guaranteeing your family will have to […]

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