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Estate/Legacy Planning Services
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 An
essential—and often times overlooked—element of wealth management
is estate planning. How do we structure our finances in a way that
minimizes taxes, keeps us in control, and best reflects our wishes
for the future?Much of the estate planning process can and should be handled by an estate planning attorney who will draft the necessary legal documents and help with trust administration and probate. If you already have a family attorney—great. We'll be happy to work with them. If not, we have several trusted colleagues who care deeply for our clients that we'd be glad to refer you to. As your tax and financial advisors, our roll in the estate planning process is two-fold: First, we will work with you and your attorney to ensure that your estate plan is coordinated and integrated into your overall wealth management strategy. Second, we can execute the investment* and insurance program outlined in the estate plan. The diagram below outlines the estate/legacy planning process we use with many of our individual and family clients. OUR COORDINATED ESTATE/LEGACY PLANNING PROCESS^  Contact Us Today! To learn more about our coordinated estate planning process and how we can help pursue your financial planning^ needs, please contact us during normal business hours at 714.821.6393 or click here to fill out an online information request form. |
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Shaun Black is a registered representative registered to transact business with clients in California. ^Shaun Black is advisory licensed in the following states: California. Shaun Black is also an insurance agent licensed in California - insurance lic. OF45986. Jelena Black is a registered representative registered to transact business with clients in California. Jelena Black is also an insurance agent licensed in California - insurance lic. OE88261. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. *Securities offered through H.D. Vest Investment Services (sm), Member: SIPC, ^Advisory Services offered through H.D. Vest Advisory Services (sm), non-bank subsidiaries of Wells Fargo & Company, 14241 E. Firestone Blvd. Suite 400, La Mirada, CA 90638. Phone (714) 821-6393 • Fax (714) 876-0753. Investments and insurance products are not insured by the FDIC or any federal government agency, are not deposits of or guaranteed by the bank or any bank affiliate and may lose value. © 2004-2008 Black and Associates LLP • Los Angeles and Orange County California