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Estate Planning

Our mission is to empower people to maximize their financial potential and be the trusted financial partner they are looking for.

Financial planning is a journey, not a destination.

Estate Planning is not just for the wealthy - it's for everyone. 

Many people procrastinate and do not get around to estate planning until it is too late. People tend to think they still have plenty of time, or they would rather not think about end of life scenarios. Unfortunately though, you and your family could be in for a surprise. Instead of letting state laws dictate how your assets and property are handled, make it your decision. 


 

Estate Planning Package

  • Explanation of estate planning documents - Trusts, Wills, Power of Attorney, Health Care Agent, Guardianship
  • General estate planning and gifting strategies
  • General estate tax planning and education of trusts and estates
  • Sources of estate liquidity planning
  • Referral to firms to draft estate planning documents for our clients.
  • Assistance with administration of deed transfer and notarization of documents

$5,000



Tushar Kumar and Vishal Kumar are registered representatives with securities and advisory services offered through LPL Financial, Members FINRA/SIPC.

Twin Peaks Wealth Advisors and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

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