Licenses/Registrations: Series 7General Securities Registered Representative Series... more
Licenses/Registrations: Series 7General Securities Registered Representative Series 6Investment Company Products/Variable Contracts Limited Representative Series 63Uniform Securities Agent State Law Exam Series 66Uniform Combined State Law Exam CaliforniaInsurance Producer--Life-Only, Accident Health, Variable Contracts (License No. 0G08063) California Real Estate Broke... view profile
"Estate" is the legal term used to define your property and money—basically, everything that belongs to you. Estate planning attorneys tell you different strategies you can use to transfer your belongings after you die. By planning your estate, you can maximize its value by minimizing taxes and eliminating court costs and interference. Estate planning attorneys also help you control and protect your estate during your lifetime, by writing documents that allow you to transfer property and money to children, charities, or others in a way you desire.