Trusts and Estate Planning
Planning how to allocate your assets before or after you pass away maximizes the value of your estate and eliminates uncertainties in the distribution of your assets.
I’m too young to begin worrying about a will or trust.
No one is too young to begin putting a plan in place to guarantee their children and families will be taken care of after your passing.
It’s too expensive.
Estate planning is as expensive or inexpensive as you need it to be. There’s no right or wrong way to plan for the future.
I don’t have any/enough assets to worry about.
Everyone has an estate. It doesn’t matter how large or small, or whether it includes a house, a car, savings or investments, we all have assets or equity we would like to leave to our heirs.
To get started on protecting the future of your estate, please schedule your complimentary meeting
Avina Financial Group, Inc.
Ca Insurance license #OM20502
13006 Philadelphia St., Suite 305
Whittier, C A 90601
Investment advisory products and services are made available through Avina Financial Group, Inc., a registered investment adviser. Insurance services are provided through Prosperity Insurance Services, CA Insurance license #OM20502.
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