Advice for Navigating the Difficulties of Estate Planning as a Family

 

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Brad Owen featured in North County Property Group Blog

Author: Brad Owen

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Understanding California Proposition 19: What It Means for California Property Owners

Author: Rhonda Morgan

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What It’s Like to Work With EP Wealth Advisors – Completing Your Financial Health Assessment

The Proposal Meeting*: Financial Health Assessment

Some investors who have worked with a financial advisor and received a proposal before have noted that, while they were given the feeling they were being heard, this didn’t ultimately mean they actually had been listened to.

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Estate Planning Questionnaire: Preparing to Chat with an Estate Planner

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There are a number of reasons you might decide to talk to an estate planner. For example, you might be an adult child trying to get your parents’ affairs in order. Or you might be a parent yourself who’s trying to take the steps to look after your spouse and kids no matter what happens. You also might decide to talk to an estate planner because you are a grandparent, aunt, or uncle and want to protect the well-being of your extended family.

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