February 15, 2019

I recommend reviewing your estate plan on a regular basis and as life changes. My estate planning reviews are done on an annual basis and it is to make sure all documents are up-to-date and in good order. As a financial planner in Los Angeles, here are a list of steps I recommend taking when reviewing your estate plan.

January 4, 2019

Estate planning involves organizing your personal and financial documents in order to deal with the possibility of health consequences, mental incapacity and death. By organizing these important papers, you can help your family get through challenging times and properly distribute your personal belongings. As a Los Angeles fee-only financial planner, here are the estate planning documents needed to build and review your estate plan.