Estate Planning
Historically, more than 75% of Americans die without having a comprehensive
estate plan in place. That means no Will or Living Trust was established,
therefore no provisions were made for carrying out the distribution of an
estate. Sadly, those estates can go into probate, incurring unnecessary taxation
and attorney's fees for the heirs.
Although no one enjoys discussing end-of-life issues, Estate Planning can
actually relieve you of the worries associated with your heirs' financial
future. In addition, having a Plan in place will help your heirs avoid the
turmoil of a lengthy probate.
Our experienced Financial Advisors can assist in overall Estate Planning,
which prepares you for your appointment with a qualified legal professional.
Now that’s peace of mind.
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5186 Carroll Canyon
Rd, Suite 100 San Diego, CA 92121 Office: (858) 677-0275 Toll-Free: (888) 465-PLAN (7526) FAX: (858) 677-0476 |
23272 Mill Creek Drive, Suite 200 Laguna Hills, CA 92653 Office: (949) 855-4700 Toll-Free: (866) 291 WFPC (9372) FAX: (949) 855-4246 |
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