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Pico Rivera Financial Planners

Pico Rivera financial planners are a good resource for those looking to set up their estate for their loved ones in California and elsewhere. No one wants to think about what will happen to their loved ones after they are gone but it is a necessary evil. Knowing that you have provided for your loved ones will give you peace of mind. Talking to professional Pico Rivera financial planners about planning for the inevitable is necessary to ensure a comfortable future for those you care about.

Estate Planning in Pico Rivera

Visiting with your Pico Rivera financial planner is not just for planning for college or California retirement. Setting up an estate is vital to make sure your loved ones are provided for once you are gone. Estates and trusts are not just for the very wealthy.

There are numerous benefits to setting up your estate in CA. Establishing an estate in Pico Rivera will protect your family and loved ones and also protect you. By establishing an estate, you can safeguard yourself, your medical decisions and your assets.

Pico Rivera financial planners can help you take a hard look at your assets, investments and savings and decide how to allocate them. By deciding how to distribute them in advance, you can save your family a lot of money in taxes and penalties. They can also help you plan for the medical costs that may be accrued.

By establishing an estate, you have the power to decide who to allocate your assets to and how best to do so. A CA financial planner in Pico Rivera can help you understand how best to avoid unnecessary estate taxes and make sure your loved ones get the most money to help them once you are gone. While estate taxes do change periodically, your Pico Rivera financial planner can alert you to those changes and help you to make the necessary adjustments to protect your money in advance.

Deciding who gets what money and assets in advance and having it in a legally binding agreement can potentially save your heirs in Pico Rivera and around the country thousands of dollars in legal expenses. If you don't have your assets allocated and your heirs need to fight for them, it can create a headache of a situation that could easily have been avoided. Save your heirs the legal fight and see a Pico Rivera financial planner for personal estate planning advice in advance.

Creating a will is another part of estate planning in Pico Rivera. Enlisting the help of planners for this is a must if you have children. Planners can help decide in advance who would have guardianship of your children, which is also important in planning for the future. Financial planners can also advise in the financial realm of guardianship.

Planning your estate isn't just about money however. When planning your estate, you can also set up your living will to name your power of attorney to make medical decisions for you. Deciding what to do in case of a medical emergency or in the event of needing life support is not a fun subject but its necessary. Making the tough decisions about life support and the like can save your loved ones from making those choices for you.

Utilizing Planners for Estates

Utilizing the help of a Pico Rivera financial planner isn't just about making sure your loved ones are provided for after you are gone. You can also allocate money while you are still amongst the living. Financial planners can also help you make the most of giving annual gifts.

You can give gifts of thousands of dollars to your loved ones yearly without paying gift taxes. These gifts allow you to give money to your loved ones while you are still around to enjoy it. Your Pico Rivera financial planner can advise you as to how best to distribute these gifts to your loved ones in California and around the country.

Your financial contributions are not limited to your family however. You can allocate a percentage of your estate to go to the benefit of the charities of your choosing. Financial planners in CA can help direct you towards the best ways to distribute your money to charities in Pico Rivera and beyond.

Planning for after you are gone is not a fun subject to broach and is, let's face it, kind of a bummer. Pico Rivera financial planners can help you to transcend the emotional aspect of planning for the future and help you to think pragmatically about how to provide for your loved ones after you are gone. Giving your family and loved ones the gift of not having to worry about the financials in the tragic event of death is a good gift to give.

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Financial Planners in Pico Rivera

Alan Gelb, CFP
Alan Gelb, CFP
330 N. Brand Blvd.
Suite 1150
Glendale, CA 91203

Mark Higginbotham
Mark Higginbotham
2400 E Katella Ave
Suite 800
Anaheim, CA 92806

Eric Trapasso
Eric Trapasso
7821 24 Th St
Westminster, CA 92683

Mark Higginbotham
Mark Higginbotham
21515 Hawthorne Blvd
Suite 200
Torrance, CA 90503

Josh Fatoullah
Josh Fatoullah
2121 Avenue of the Stars
Suite 2350
Los Angeles, CA 90067

Zain Griffith
Zain Griffith
9701 Wilshire Blvd
Suite 1000
Beverly Hills, CA 90212

Eric Pritz, CFP
Eric Pritz, CFP
2121 Avenue of the Stars
Los Angeles, CA 90067

Theodore E.  Saade CFP®, AIF®, CMFC
Theodore E. Saade CFP®, AIF®, CMFC
2121 Avenue of the Stars
Suite 1600
Los Angeles, CA 90067

Paul Taghibagi, CFP
Paul Taghibagi, CFP
2121 Avenue of the Stars
Suite 1600
Los Angeles, CA 90067

Anthony Masterson
Anthony Masterson
12100 Wilsure Blvd.
8th Floor
Los Angeles, CA 90025

Rick Donnelly
Rick Donnelly
17901 Von Karman Ave
Suite 600
Irvine, CA 92614

Simon Reeves
Simon Reeves
30 Enterprise, Suite #190
Aliso Viejo, CA 92656

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.