Estate Planning

You’ve worked hard all your life. Estate planning is important because it helps you protect your family against expected and unexpected catastrophe. ¬† We help clients do their estate planning through the financial planning process.

Estate planning includes making sure your family is protected and that your estate is safeguarded no matter what. That process includes making sure you have the proper estate planning documents in place. That consists of trusts, wills, powers of attorney and health powers of attorney. I work with your attorney to make sure all these important documents are up to date. If you don’t have an attorney, I can help you find 2 or 3 to interview.

I know from personal experience the devastation of not doing a good job in this department. My parents died in their early 40s leaving behind 4 young kids with no plan and almost no assets. You might do everything else right but if you don’t take care of estate planning, it may be all for nothing.

Call 818-889-6700 so I can help you create a low risk plan and portfolio for your peace of mind or click here to schedule a no obligation no cost consultation with Neal Frankle, CFP.