• The Help You Need

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    June 24, 2013 /  Basics

    help

    I am not an expert. I, like many, am learning. I use resources, I refer people to resources, I take classes, go to seminars and attend groups sessions to gain knowledge and learn from others experiences. What makes a licensed professional Fiduciary different, and me in particular, is that we advocate and serve for a living. There is a bit more experience we have when it comes to administering Trusts and acting as Conservators for person and estate so that gives us familiarity of routine and potential problems/issues that will be faced.

    What I try to do on my website is to give you hope, encouragement and tools to use in your caregiving and/or administration.  There are many people who choose not to use my services or that of my fellow Fiduciaries because, well, because they just want somebody they know to do the work, and you…you may be one of those honored to serve but clueless or just needing some help in performing your service so why should I keep information to myself? I don’t and won’t!

    I have been taking classes and going to seminars on two subjects recently to increase awareness and learn how to serve my clients who are beneficiaries in a Special Needs Trusts or are LGBT (Lesbian, Gay, Bisexual, Transgender). I will be sharing what I learn and how this knowledge has helped me serve my current clients (and my future clients as well).

    While my office is in Lincoln CA, I serve Placer, Sacramento, Sutter, Yolo, Solano, El Dorado, Yuba counties. Depending on what is required I can also serve counties like Humbolt and beyond.

    Call for your free consultation. 916-220-3474

    Yours in Service,

    Michael

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  • Benefits of Working with Storz Fiduciary as told to Sue Canfield

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    May 24, 2011 /  Basics

    Sue’s comments: I’ve known Michael for several years now and have always found him to be an ethical person to work with and a fun person to be around. I got Michael on the telephone and asked him to tell me a little bit about working with his clients. What you find below is what I wrote based on that conversation.

    There are many reasons a person may choose a fiduciary to handle their estate and financial matters. There can be issues, both real and perceived, in having a family member or friend handle these matters but appointing a fiduciary like Michael alleviates any appearance of a family member or friend taking advantage. Michael helps you maintain those friendships and family relations so there are no feelings of mistrust or misuse of funds.

    A client may have financial issues such as outstanding debts to deal with. Michael can help that client put their life back together by putting together a plan to deal with those debts as well as a plan to work together on a regular basis to manage the bills.

    Michael’s goal is to keep a person as independent as possible for as long as possible. He can help promote peace and avoid the wars so often heard of in families when it comes to money matters. There’s no need for ‘sides’ or ‘war’ to gain control when a third party handles those matters.

    Let Michael remove your additional burden in your time of grief. He keeps everyone informed and helps alleviate misunderstandings and mistrust. He removes causes of dissension. He engenders trust, answers your questions, handles the matters you don’t have time for or aren’t in a position to handle because you are out-of-state.

    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

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