Estate Planning

Estate Planning is making sure everything is taken care of for you once you are gone. Several critical factors are involved including estate preservation and liquidity. You calculate the insurance needed to cover taxes, fees and expenses at the time of your passing, and provide additional tax-free income to your beneficiaries.

TIP: Give careful thought when naming your beneficiaries. Most insurance companies allow a primary, secondary and final beneficiary and it is advisable to name all three.

Be sure to also review your investment, retirement, and estate plans periodically.

It's best to speak with a professional to ensure everything is properly prepaired including your will, and other financials.


If you need help, we are here. Please contact us by calling (818) 672-6896 or email us at