Trusts

2 articles

How Secure Is Your Estate Plan? Insights from John Mateyko, a Top HNW Planner (2026)

Many high-net-worth estate plans have a dangerous gap between feeling secure and being resilient due to changing laws, assets, and family structures. John Mateyko, a Fiduciary Financial Planner, specializes in closing these vulnerabilities through dynamic estate plan reviews.

Sponsored by John Mateyko·July 31, 2026

Personal Growth

Planning for Two Lifetimes: How One Free Book Is Helping Special Needs Families Find Peace of Mind

The free book "Planning for Two Lifetimes" helps special needs families create practical financial plans, addressing common worries about a child's future and preserving essential government benefits. It guides parents through complex topics like special needs trusts and maintaining SSI or Medicaid eligibility.