Item: Czepiga Daly Pope & Perri LLC
Rating: 5
Author: J.G., Greensboro, GA

Smart Planner Newsletter

Here’s a look at some of the latest issues of our newsletter, Smart Planner .

This free, quarterly publication contains great information and useful tips, interesting features, and fun anecdotes to keep you up-to-date on the latest!

Learn how to make our nest egg last
Discover smart ways to plan your future
Explore new ideas for making life easier

Enjoy!

Fall 2022

Issue highlights include:

Is it Okay to Say No to Becoming a Power of Attorney?
4 Key Things to Do When a Loved One Dies
Protect Yourself from Cybercrime and Identity Theft

Summer 2022

Issue highlights include:

Tips for Applying for Medicaid
Gifting Assets to Grandchildren
5 Good Things About Getting Older

Spring 2022

Issue highlights include:

Reason You Must File with the Probate Court
6 Estate Planning Documents You Should Create Today
Tips for Saving Money on Gas

Winter 2022

Issue highlights include:

How to address ageism in a healthcare setting
What to do when your parents need help
Why estate planning is not about the money

Archived Issues

Looking for an older issue of our newsletter? Browse our archives here!

★★★★★

“I cannot find the words to thank all of you properly for your hard work and perseverance. It is a great relief to have gotten a just and proper ruling from the court. All of you have shown great professionalism and concern for the issues I brought before you.” J.G., Greensboro, GA

“All dealings have been excellent. Very professional organization. Great explanations of our options related to preparing a will. Clear, concise, great guidance and not trying to "sell us" on something we do not need. Administrative folks were super. All of our related paperwork was clearly tagged with what we needed to provide/sign/read /etc. Made things easy. Nice work.” L.G., Berlin, CT

“We loved working with your firm and really trust the advice. You have a well-deserved reputation and it was nice to check off a number of things that had been on our To-Do list. Although it's hard to make the time to take care of some of these matters, it is a great relief when you do so. I would definitely recommend your firm to anyone in need of the services that you provide.” L.M., Simsbury, CT

Everyone at the firm were consummate professionals. We felt completely comfortable with their guidance and were impressed by their compassion and commitment to us. R.H., Canton, CT

The attorney who served us was kind, thorough, and very responsive. He pointed out some issues in my mother's documents that could have been problematic down the road. After my mother passed, everything was as seamless as possible - a true gift at a time when life and death decisions were being made and emotions were overwhelming. J.B., Cromwell, CT

Great service, was on top of everything. I'm glad they were there to help us though a tough time. J.M., Farmington, CT

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