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Financial Literacy #6: Estate Planning

Estate planning meeting

What will happen to all your hard work after you pass away? Estate Planning is the process of making a plan ahead of time to decide who will benefit from all you accumulated during your life, and is one of the most important steps you can take to make sure your final wishes are honored.

Smart estate planning includes passing on your valuables and your values—how you wish to take care of minor children, family members with special needs, life insurance to care for your family, incapacity and medical wishes for yourself, business transfers, and cost reduction strategies for your survivors. While making an initial plan is the first step, estate planning is an ongoing process that should be reviewed and updated as needed to keep pace with life changes and new laws.

Estate Planning is for everyone, not just the wealthy or retired. Many people don’t plan ahead because they have a false sense of security, but the best time to plan your estate is right now. The process can be as simple as organizing your records, titles, and insurance policies, and designating your beneficiaries. The greatest benefit of planning ahead is knowing that your family will be protected and your wishes will be fulfilled when you are no longer here.


Learn more about Estate Planning and Designating Beneficiaries. A financial planner can help you create your own comprehensive estate plan that will meet your goals and fulfill the needs of your loved ones. Next, we’ll focus on retirement income strategies.

Financial Literacy #7: Your Retirement Income Plan
Financial Literacy #5: Non-Retirement Investment S...
 

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Tuesday, 02 June 2020

With the easing restrictions of the California Shelter in Place order, we have resumed our normal business hours in the office. As before, we are taking steps to ensure the safety of our staff and clients:

  • Surfaces will be sanitized regularly
  • We have several bottles of hand sanitizer as well as anti-bacterial soap and a sink in the office along with disposable masks should you like one.
  • When possible, we will continue to maintain social distancing and when not possible all the staff has masks.
  • Masks are not required for you to enter our office.
  • We are more than happy to meet with you in office but still maintain the capability for web meetings or telecoms. And as always can be flexible if you require special meeting time accommodations.

Our office hours are:
M-Th 8 a.m. – 4 p.m.
Friday 8 a.m. – 1 p.m.

As always we are available by phone at 209-636-4931 or on email at or