Who wakes up and says, “Ooo, what a beautiful day, I think I will hire a Fiduciary”? I know, me either. I don’t even like to think about my estate much less end of life issues. But that’s foolish because it comes whether you have planned for it or not.
Welcome to my world!
Benefits of Working with Storz Fiduciary:
- Maintain friendships and family relations
- Put your life back together
- Put together a financial plan
- Remain independent
- Promote peace
- Remove burdens
- Stay informed
- Alleviate misunderstandings
- Remove causes of dissension
- Engender trust
“Michael is a wonderful genuine and kind person. I have had the pleasure of being a mentor to Michael and now consider him among my good friends. He is a solid upstanding gentleman with with strong principles and ethics. He is loyal and trustworthy and puts his clients needs and concerns first. I highly recommend Michael as a fiduciary.” – Dawn Akel, California Licensed Professional Fiduciary, Akel Fiduciary Services, Elk Grove, CA
“Michael is a caring professional that works diligently to make sure his client’s wishes are taken care of. He is detail oriented and is careful to assure quality work.” – Jennifer Jensen, Partner, Jensen Smith, CPAs, Lincoln, CA
“Michael acted as a successor trustee in a very difficult trust administration case. There were numerous out of town beneficiaries, three pieces of real estate, coins, weapons (some registered, some not), numerous investment accounts, vehicles, tax returns, appraisals on both real and personal property, tax returns, etc, etc, etc. Michael did an excellent job in administering the estate. He was methodical, accurate and his fees were reasonable. He kept the beneficiaries and the attorney (me) well informed throughtout the process. I would not hesitate in recommending Michael in the future.” – Donald D. Welch, Attorney at Law – Roseville CA
Call for your free initial consultation!
PO Box 4688
Auburn, CA 95604
Serving Sacramento, El Dorado, Placer, Nevada, Yolo, and Yuba Counties.