Estate Planning

Talk to a Wealth Management Experienced Professional

Many people think of estate planning as something they'll get to later when they have more time or more "estate" to manage. This is a common and unfortunate misconception. Though estate planning is most often associated with high-wealth individuals of a certain age, estate planning is important for everyone. This is especially true for anyone with a family! At Meyers Financial Services, Inc., our wealth management specialist can help you formulate an estate plan for the benefit of you and your family. We work with your Attorney and the legal documents that they provided to make a plan that works for you and your wealth. 

The Basics of Estate Planning

By and large, estate planning is designed to give you control over the management and distribution of your assets following death or incapacitation. Without a legally valid estate plan, your family could be at risk if something happens to you.

An estate plan serves to:

  • Specify guardianship for minor or disabled children
  • Specify your end-of-life care wishes
  • Provide financial support for named beneficiaries
  • Transfer wealth with minimum taxation
  • Manage wealth during disability or incapacitation
  • Allow for the transfer of your business

Protect Your Family's Financial Future!

In the absence of an estate plan, the state of California would be happy to divide your assets however it sees fit, which may not be in the best interests of your surviving family. To ensure that your estate is discharged in accord with your wishes, consult the wealth management team at Meyers Financial Services, Inc...

For more than 10 years we've been helping residents throughout Northern California establish an estate plan in accord with their own wishes and the needs of their families. As a CERTIFIED FINANCIAL PLANNER™ professional, you'll find our familiarity with state tax codes to be an invaluable resource as we talk through your options. Once we've identified all of your property, debts, income, and expenses, we'll recommend a personalized estate plan just for you.

To get started, call Meyers Financial Services, Inc. today at (707) 935-1124.

Client Centered

Client Centered


Request a 30 Minute Phone Consultation
All it takes is 30 minutes on the phone to decide if we would be a good fit to work together. There’s no obligation and no pressure. Contact us at (707) 935-1124 to schedule your appointment.

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