Welcome Our New Estate Planning Attorney!

By October 10, 2017 General No Comments

We are excited to announce that we have an addition to the Retirement Prosperity Group family!

 

Welcome, Guy F. Matthews, Esquire as our new Estate Planning Attorney:

At Retirement Prosperity Group we believe that all of your professionals, including your Financial Advisor, Attorney, and Accountant, should be working together as a team in order to help you maximize your retirement resources, as well as the transfer of wealth to your family in a protected manner.

In keeping with our mission to empower clients to make informed decisions and take control of their retirement futures we often work with CPAs and Attorneys to ensure that your plan is well coordinated and complete. As part of our strategic partnership with other professionals, we work closely with an Estate Planning and Probate Attorney who is also an expert in wealth transfer planning strategies for clients who have children with special needs.

Guy joined Eckell Sparks in 1989. He received his undergraduate and master’s degree in Business Administration from Widener University. He earned his law degree in 1979 from Temple University School of Law and a Master of Laws in Taxation from Villanova University. Additionally, he has received the C.L.U. and Chartered Financial Consultant designation from the American College.

Guy concentrates in the representation and counseling of individual and corporate clients in business, estate, and financial planning matters. He personally handles all aspects of the estate planning process from the client interview to the drafting and execution of all documents. Guy has direct involvement with numerous corporate fiduciaries and has incorporated into his documents changes suggested by the particular fiduciary. Estate planning techniques used and documents prepared include wills, Revocable Trusts (including Marital/Bypass Trusts), Irrevocable Life Insurance Trusts, Generation-Skipping “Dynasty” Trusts, Personal Residence Trusts, Family Limited Partnerships, Defective Grantor Trusts, Split Dollar Arrangements, Deferred Compensation Arrangements, Grits, Gruts, Charitable Remainder Annuity Trusts and Unitrusts, and “Stretch IRA” Trusts.

Guy’s expertise also involves the administration of complex estates, including post-mortem planning, and estate tax audits. He is directly involved in the administration of trusts including—Charitable Remainder Trusts, Life Insurance Trusts and Marital/Bypass Trusts, assisting both corporate and individual fiduciaries. Additionally, Guy prepares and conducts seminars for the public and professional organizations (CPA organizations, CPE approved, estate planning and bar organizations) on various estate planning topics. He has developed and presented “The Comprehensive Estate Planning Program” on a continuing basis. Other presentations include— “Estate Planning with Qualified Plan and IRA Distributions,” “The Eternal IRA,” “Minimum Distribution Planning,” “The Use of Trusts and Tax-Managed Investing,” “Planning for Long-Term Care,” “Charitable Remainder Trusts-Giving Your Cake and Eating It Too.”
Guy has been selected to Pennsylvania Super Lawyers list each consecutive year since 2009.

 

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About Lisa Barram

Lisa Barram is an Elite IRA Advisor and an experienced insurance and financial professional specially trained in retirement planning, providing her clients with safe money solutions, tax-free retirement strategies, social security maximization planning, income for life, and affordable alternatives to expensive traditional long-term care insurance.

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