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Why singles should worry about Estate Planning

Why singles should worry about Estate Planning

As a single individual, you may feel overwhelmed when you think about who will step in and make decisions for you if you cannot make decisions for yourself and who will receive your money and property when you die. You may consider your parents or siblings but...

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Myths regarding Estate Planning for senior citizens

Myths regarding Estate Planning for senior citizens

Myth: If I need help paying my bills, I can just add my child to my bank account. Nothing bad will happen.  False. When you add a child or anyone else to your bank account, you are making that person a co-owner of the account. Your child can pay bills using the money...

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4476 Market Street, Suite 602
Ventura, CA 93003
(805) 518-9633

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Westlake Village, CA 91361
(805) 518-9633

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Valencia CA 91355

(661) 669-8472

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Pasadena, CA 91106
(626) 709-2847

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Irvine, CA 92618
(949) 676-6016

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Calabasas, CA 91302
 (818) 626-3543

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