From 5477334c4a1e48629d47fbf31fbc7ac17a994a64 Mon Sep 17 00:00:00 2001 From: Jacki Glover Date: Sat, 16 May 2026 12:24:36 +0000 Subject: [PATCH] Add 'Your Estate Planning Checklist' --- Your-Estate-Planning-Checklist.md | 17 +++++++++++++++++ 1 file changed, 17 insertions(+) create mode 100644 Your-Estate-Planning-Checklist.md diff --git a/Your-Estate-Planning-Checklist.md b/Your-Estate-Planning-Checklist.md new file mode 100644 index 0000000..03687f8 --- /dev/null +++ b/Your-Estate-Planning-Checklist.md @@ -0,0 +1,17 @@ +Our Valencia office invites you to visit and meet our financial advisors to see what our full-service team can provide. Our Valencia team designs personalized portfolios that aim to balance growth potential with risk management, contributing to your financial future goals. A recent survey found that 24 percent of workers are very confident about having enough [...] But your finances shouldn’t be ignored. Get a written Financial Plan and a financial advisor to work with you side-by-side as you pursue all your goals in life. Don’t leave your financial goals and dreams to chance. +Fiduciary Duty: Choose a Fiduciary Advisor +The EP Wealth team in Valencia believes that financial advice should be tailored to each client’s unique situation and goals. A fee was not paid by either the [financial advisor Valencia](https://www.verygoodhousehotel.com:443/bbs/board.php?bo_table=free&wr_id=878103) investment professional or HH to receive the ranking. Wealth management is about more than just growing your assets; it’s about orchestrating your financial affairs to achieve your life’s vision. Retirement should be a time of relaxation and fulfillment, not worry. We analyze your current financial situation, identify opportunities for improvement, and chart a course to help you achieve your dreams, whether it’s buying a home, funding education, or starting a busines + + +"In times like these it is a complete pleasure and comfort to work with the professionals at EP Wealth, especially Ashley. I never doubt his commitment to us and our investments."28 "They have answered all of my questions very quickly and thoroughly. "From the start, they demonstrated a high level of professionalism and deep knowledge of investments, retirement planning, and tax-efficient strategies. Guidance for navigating financial considerations before, during, or after divorce, including cash flow analysis, asset division scenarios, and longer-term planning implications. Holistic planning that brings together cash flow, investments, retirement, and other financial considerations to help clients make informed decisions across different life stages. +We hear that all the time from people when we first meet them. I’ve worked with people with very little money when they started as well as people who had more than they will ever spend…and everything in between. We’ll work with you every step of the way and you’ll be able to monitor your progress 24/7 with our easy-to-use mobile app. At Virtue Wealth Management, we’ve been serving Santa Clarita and Valencia residents since 2013 as a fee-only fiduciary. Look for a fiduciary who is legally required to put your best interests first at all times — not someone who earns commissions by selling specific products. After your financial plan is designed by us, you’ll have regularly scheduled coaching calls with your advisor to review your goals and your progres + + +A successor trustee can sell real estate or other trust assets when doing so is necessary to pay expenses, settle debts, or distribute proceeds to beneficiaries. Estates with assets exceeding this value that are held in the deceased person’s individual name generally must go through the formal probate process unless proper planning, such as a revocable living trust, is in place. In rare cases, the trust document may grant limited powers or a court may authorize changes under specific circumstances allowed by California law. Because you retain full control and can revoke the trust at any time under Probate Code Section 15401, creditors can reach trust assets just as they could reach assets held in your financial advisor Valencia individual name. A California revocable living trust does not provide asset protection from creditors. This includes the trust document, a pour-over will, a durable power of attorney, and an advance healthcare directive. +Requires Upfront Wo + + +A financial planning financial advisor Valencia professional is a fiduciary and may not offer investment management services. You can check the SEC’s Investment Adviser Public Disclosure website (adviserinfo.sec.gov), NAPFA’s directory for fee-only fiduciaries, or use the CFP Board’s Find a CFP® tool. However, dually registered firms (RIA + broker) may not always act as a fiduciary depending on the service provide + + +Under no circumstance is the information contained within this research to be used or considered as an offer to sell or a solicitation of an offer to buy any particular investment/security. Further, Verdence Capital assumes no responsibility for the accuracy, completeness, or timeliness of any such research or for updating such research, which is subject to change without notice at any time. It is understood that, without exception, any order based on such research that is placed for financial advisor Valencia execution is and will be treated as an UNRECOMMENDED AND UNSOLICITED ORDER. Any decisions you may make to buy, sell, or hold a security based on this research will be entirely your own and not in any way deemed to be endorsed or influenced by or attributed to Verdence Capital. Alternative investments are designed only for sophisticated investors who are able to bear the risk of the loss of their entire investmen \ No newline at end of file