Estate Planning Not Just For The Rich

Business and finance seriesThe rich aren’t the only ones who can benefit from estate planning.

Determining what will happen to your assets and property when you die and planning for the tax implications of passing on your wealth is for everyone, says a story on

Even if you don’t have a fortune to leave to your heirs, here are some reasons why you should consider estate planning:

  • You don’t want to leave a mess for your family.
  • You do have assets even if you aren’t a millionaire.
  • Things change over time.
  • You don’t think you need an estate plan until you do.

If you have questions about estate planning, feel free to contact us for a consultation at (626) 696-3145.

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