• Investing is not risky; NOT investing is risky.

  • The habits you form here will be with you for the rest of your life.

  • Behind me is infinite power, before me is endless possibility, around me is boundless opportunity. Why should I fear?

  • Don't just look for a great opportunity; Try to capture an opportunity and make it great.

  • Nothing in life is to be feared. It is only to be understood.

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ESTATE PLANNING DEPARTMENT




estate planning

We partner with a group of estate planning attorneys to provide the thorough and affordable estate planning services to the clients. We walk the clients through the entire process from initial consultation and data gathering to the creation and delivery of the final estate-planning documents as well as "funding the trust". In addition, we help with the maintenance and administration of our clients' estate plan. (Maintenance includes transferring the ownership of client assets and preparing the on-going amendments necessary to keep the plan current and up-to-date. Administration encompasses the impact of catastrophic illness on the plan as well as settling the estate upon death.)

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1990 North California Blvd, Suite 830, Walnut Creek, California 94596.
11100 San Pablo Ave, Suite 210, El Cerrito, California 94530.


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