Estate Planning

Smiling couple receiving advice for estate planning

Safeguard Your Estate

Many people find estate planning very complex and time-consuming. Our East West Investment Services financial consultants have the experience and resources to guide and support you through this process.

The main goal of estate planning is to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses.

Estate planning* involves the will, trusts, beneficiary designations, powers of appointment, property ownership (joint tenancy with rights of survivorship, tenancy in common, tenancy by the entirety), gift, and powers of attorney.  

Here are 10 simple steps to an estate plan

  1. Know how much you are worth
  2. Understand estate taxes
  3. Create a will
  4. Set up a trust
  5. Determine health care directives
  6. Assign a financial power of attorney
  7. Protect your children's property by naming an adult guardian
  8. Fill out a beneficiary form for your financial accounts
  9. Consider life insurance
  10. Talk to an East West Investment Services professional

Need help?

For questions or help with financial planning:

Give us a call at

888.978.8617

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