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October 2014 Archives

Estate planning mistakes to avoid

Estate planning is one of the most critical parts of wealth management. It involves developing wealth, preserving it, and arranging for the succession of it. If done well, it can result in a person living a good lifestyle and still having a sizable estate that can go to their heirs. If done poorly, the money can run out in the person's lifetime or be less than hoped for when the time arrives for it to go to the heirs.

Livings trusts area a great estate planning tool

When an individual or a couple in California is looking at managing their assets, there are a variety of tools to consider. A will is one of the most well known, but it may not be able to offer all of the benefits that you want. For that reason, when doing your estate planning, it is important to consider other tools as well.

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Suzanne P. Nicholl
6165 Greenwich Dr.
Suite 340
San Diego, CA 92122
Phone: 619-894-8552
Fax: 858-373-5556
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