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Estate Planning
The overall purpose of the estate planning process is to develop a plan that will enhance and maintain the financial independence of you and your family as well as alleviate the financial impact of your death on those you leave behind. Estate planning is a continuous process. Sometimes changes in your life - such as a sudden increase in wealth, a new marriage or remarriage, the birth of a child, a serious illness or a death in the family - can trigger the need for an estate plan evaluation.  A well-constructed estate plan may not only reduce the tax bill, but also help your loved ones understand, resolve and prepare for many of the issues that arise when settling an estate.

We work closely with your estate planning attorney to help understand the process of planning an estate and strategies to protect, conserve and distribute your estate in the most efficient manner possible.
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 Germaine C. Cordes, ChFC® is a Registered Representative with Securities America, Inc. Member FINRA/SIPC and Investment Advisor Representative with Securities America Advisors, Inc. Lifetime Capital Financial Group and the Securities America companies are separate entities. CA Insurance License 0D56266.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

This communication is strictly intended for individuals residing in the state(s) of CA, ID, IL and NV. No offers may be made or accepted from any resident outside the specific states referenced.
 


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