Estate Planning

Effective estate management allows you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate will list your plans and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

We will work with you, your family and your other advisors such as an attorney and accountant, to provide accurate, up-to-date, creative techniques and strategies to assist you in the area of estate planning.

Call today to discuss your options with us: 760-720-0007