Estate Planning

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West Coast Phone: 949-226-8342
East Coast Phone: 732-226-3113

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Estate Planning

Estate planning deals with the disposition of assets at death as well as the issues that come up when one is incapacitated. Estate planning isn't just for the wealthy and elderly because everyone has an estate regardless of the size or age. Planning your estate is very important because if you don't create a plan, then you get the government's plan and you may or may not like what they think is best for you and your family. 

To learn more about Estate Planning, sign up for our Estate Planning eMail series below. You will receive information on a new topic monthly. If you have any questions, schedule an Introductory Call to learn how Portnoff Financial can help you plan your estate.