• Estate Planning

    An estate plan is an important piece of your financial planning portfolio. We can help you plan and help ensure your wishes are honored.

    Estate planning involves not only the planning, preservation and transfer of your financial assets, but also the protection of those assets to help maintain financial security for your loved ones.

    Estate Planning

    It is vital to have a estate plan in place regardless of your net worth. It helps to ensure that your family is taken care of according to your wishes, in an orderly way, and that your financial goals are met in the event of your incapacity or death.

    It is usually best to start with an inventory of your assets — which can include investments, real estate and insurance policies.

    When putting together an estate plan, you’ll want to think about the potential impact of both federal and state taxes.1 Trusts can be structured to serve a variety of purposes, and can reduce your estate and gift taxes while permitting assets to be distributed to your heirs without the cost, delay and publicity of probate court.

    Contact Us Today

    For more information, call us at (800) 851-8549, set up an appointment or use our contact form. You can expect a response in the next 24 hours.

Give Us a Call

We look forward to chatting with you.

(800) 553-0880

For new loan related inquiries, call

(877) 988-0471

View Our Contact Info

Visit Us in Person

We’re here to serve your needs in person at our San Jose Headquarters. Visit us at 2010 N. First Street, San Jose, CA 95131.
Get Directions

Want More Info?

Interested in learning more about all we have to offer? Receive personal finance tips along with emails focused on key topics. You can even sign up for our monthly newsletter.
Request More Information