We can refer you to professionals to help meet your individual needs.
Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones. We will work closely with your estate planning attorney and other professionals to craft plan that fits your goals.
While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.
We will work closely with your estate planning attorney and other professionals to craft plan that fits your goals.
Advisory services are offered through Retirement Investment Advisors, a Registered InvestmentAdvisor in the State of California, Retirement Investment Advisors, a SEC Registered InvestmentAdvisor. Retirement Investment Advisors and Safe and Secure Retirement Insurance Services are notaffiliated with or endorsed by the Social Security Administration or any other government agency.Insurance products and services are offered through Safe and Secure Retirement Insurance Servicesan affiliated company.