Financial Planners Archives - Beach Cities Estate Law

September 15, 2023

Top FIVE Tips: What Financial Planners Should Look for in Referrals to Estate Planning Lawyers

Affluent individuals expect the highest standards from their service providers, and financial planners managing their wealth need experienced estate planning lawyers on their team. These legal partners should not only possess top-tier technical skills but also understand the nuanced dynamics and elevated expectations of the super-rich.

January 15, 2024

Top 10 Traits California Financial Planners Should Seek in an Estate Planning Lawyer

Affluent individuals tend to have particularly high standards for their service providers, and the financial planners who manage their wealth need experienced and trusted estate planning lawyers as part of their team. These legal partners must possess not only the highest technical proficiency but also an understanding of the nuanced dynamics of the super-rich.

March 17, 2024

How to Refresh Your Financial and Estate Plans This Spring

As the chill of winter gradually gives way to the warmth of spring, it’s not just our homes that could use a thorough cleaning and refresh. Spring is the perfect time to rejuvenate other aspects of our lives, including our financial and estate planning. Just as we declutter our living spaces, it’s important to tidy up and organize our financial affairs to ensure a smooth and secure future. Here’s a comprehensive checklist to guide you through the process of spring-cleaning your financial and estate planning affairs.