Yardley Estate Planning, LLC
Michael Garry, CFP®, JD/MBA, Managing Member of
Yardley Wealth Management, LLC, recently formed the law
firm, Yardley Estate Planning, LLC to work in conjunction
with his wealth management firm and provide Estate Planning
services to Pennsylvania and New Jersey residents.
According to a recent survey by Findlaw, more than half of all
Americans do not have Wills. And among those that do,
many are in need of updating: having provisions that no longer
apply, or naming executors or heirs who are no longer
around. For many consumers, the biggest obstacles are
finding lawyers they trust, taking the time to actually do it,
and getting rid of the fear or inertia that is holding
them back.
Michael Garry, CFP®, JD/MBA, an Estate Planning lawyer
and CERTIFIED FINANCIAL PLANNER™ practitioner says
“as part of the wealth management process, we already go
through a detailed analysis of our clients’ Estate Plans. In the
past, we would refer our clients to outside attorneys to
complete their Estate Plan. By forming the law firm, we are
saving our clients the time, inconvenience, and anxiety of
interviewing prospective attorneys, and we are saving them
from the duplicative effort of explaining to their new attorney
about their financial situation and goals.
In today’s busy world, by saving our clients the time and
effort of finding and working with an additional professional,
we are adding real value to our clients. And since we are
providing both wealth management and estate planning
services, we can be sure that they are fully integrated with
each other, providing better overall advice and service for our
clients.”
Michael Garry, CFP®, JD/MBA, Managing Member of
Yardley Wealth Management, LLC, recently formed the law
firm, Yardley Estate Planning, LLC to work in conjunction
with his wealth management firm and provide Estate Planning
services to Pennsylvania and New Jersey residents.
According to a recent survey by Findlaw, more than half of all
Americans do not have Wills. And among those that do,
many are in need of updating: having provisions that no longer
apply, or naming executors or heirs who are no longer
around. For many consumers, the biggest obstacles are
finding lawyers they trust, taking the time to actually do it,
and getting rid of the fear or inertia that is holding
them back.
Michael Garry, CFP®, JD/MBA, an Estate Planning lawyer
and CERTIFIED FINANCIAL PLANNER™ practitioner says
“as part of the wealth management process, we already go
through a detailed analysis of our clients’ Estate Plans. In the
past, we would refer our clients to outside attorneys to
complete their Estate Plan. By forming the law firm, we are
saving our clients the time, inconvenience, and anxiety of
interviewing prospective attorneys, and we are saving them
from the duplicative effort of explaining to their new attorney
about their financial situation and goals.
In today’s busy world, by saving our clients the time and
effort of finding and working with an additional professional,
we are adding real value to our clients. And since we are
providing both wealth management and estate planning
services, we can be sure that they are fully integrated with
each other, providing better overall advice and service for our
clients.”
Yardley Estate Planning, LLC
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| Yardley Estate Planning, LLC 41 University Drive, Suite 400 Newtown, PA 18940 Phone (267) 573-1019 Toll free (877) 251-4393 Fax (267) 604-9164 mgarry@yardleyestate.net www.yardleyestate.net |
