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Estate Planning

Invest in a Relationship

investment-11-Landing-Page-Image.jpgBelieve it or not, you have an estate. In fact, nearly everyone does. Your estate is everything you own— your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, and personal possessions. No matter how large or how modest, everyone has an estate and something in common—you can’t take it with you.

Most people want to control how their things are given to the people or organizations they care most about. To ensure your wishes are carried out, you need to provide instructions stating:

  • Whom you want to receive something of yours
  • What you want them to receive
  • When they are to receive it

And you want this to happen with the least amount paid in taxes, legal fees, and court costs.

This is estate planning: making a plan in advance and naming whom you want to receive the things you own after you die. An estate plan should be implemented with the assistance of an experienced estate planning attorney.

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives. Click here to view Cetera Investment Services Privacy Policy, other Important Information and Business Continuity Plan.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

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