San Diego Office
Los Angeles Office
One of the most vital components of your financial plan is an up to date estate plan. While it may sound overwhelming, an estate plan is simply all the documents specifying how you wish for all your assets (money and otherwise) to be distributed so that your loved aren't burdened with these details while grieving.
JG Wealth Management helps identify "holes" in your estate plan and in some cases the need for one altogether. We help insure all titling is up to date and that your estate plan considers all financial implications. We also assist in identifying the steps formalizing your estate plan.
Take inventory of your assets
Draft estate plan with assistance of an attorney. Some of the topics covered will be:
Set up & fund trusts