In light of the recent concerns regarding the Covid-19 virus, protecting our clients and their legacies remains our most important focus.
We are encouraging all current and future clients to meet with us via phone or video conference. Please contact our office to discuss your options.

We Help Make People's Lives Easier in Times of Crisis

Month: February 2015

Life Insurance

If you own life insurance on your own life, you may either(a) designate one or more beneficiaries to receive the insurance proceeds upon your death, or(b) make the proceeds payable to your probate estate or to a trust created by you during your lifetime or by your...

read more

Categories

Archives

Badge Dept Veterans Affairs Badge Naela
Badge State Bar California Badge Wealthcounsel
Badge Fpa