Q&A Replay:

Estate Planning

Get answers to questions like;

  • What is an estate plan?
  • I own a house worth $800,000. I was told that when I die that house will go to Probate unless I have a trust. Why can’t I just transfer the house to my child now before I die?
  • My mother is elderly, and it’s becoming difficult for her to manage her affairs. What do I need to act for her?
  • Will a trust protect my house from Medi-Cal claims when I die if I later need long-term care?
  • My wife and I set up our trust in 2007. How often should we have our estate plan reviewed?
  • My husband and I have children from a prior marriage. We are concerned that if one of us dies, the other will have the ability to give away my assets to their own children, cutting out my own kids. What options do we have to avoid this?
  • My child is married, and I have concerns about his spouse. What things can be done to protect the assets I’m leaving him?
  • Will I need to update my trust each time my assets change?

Hosted by...

Crystal Oculee

Chief Financial Strategist

  • Certified Tax Specialist®
  • Certified Income Specialist®
  • National Social Security Advisor®
  • Certified Estate and Trust Specialist®
  • Certified Annuity Specialist®
  • Certified Fund Specialist®

With guest...

Nicholas Montalto, Esq.

Attorney at Law

Confidence Wealth Management LLC (CWM) is a California registered investment adviser. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the California Department of Insurance, license no. 0K83183. CWM and CWIS are two separate affiliated companies. All investment advisory services are provided by CWM and all insurance products and services are provided by CWIS. CWIS does not provide any investment advisory services and CWM does not provide insurance services. CWM and CWIS have no affiliation with government, state, or local agencies. CWM is a proud supporter and a member of the Better Business Bureau. Consult with an attorney or CPA for usage of tax or legal concepts. This presentation may contain information that are close approximation to the totality of information available to us and not necessarily specific within regards to one situation or another. Some opinions and statements are informational. They are not investment advice as they may not be complete in terms of all details needed to affect an action you wish to undertake, investment strategy or plan. No estimates used are a promise of return. Also, many opinions are summaries and may not reflect all pertinent facts relevant to you. Nothing said herein should be used as a basis for investment decision unless you consult with your Confidence Wealth financial advisor. Past performance does not indicate future results. As you know, no one can predict the future. Therefore, any forecast in this presentation is intended strictly as a possible future outlook and not a statement of fact as there could be any scenarios that are not in your favor when making a decision. You must examine all adverse and negative implications on any forecast when made. All information is based on the date of the presentation and may not be valid, may change, and/or may not be true any longer as time passes.Confidence Wealth Management LLC (CWM) is a California registered investment adviser. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the California Department of Insurance, license no. 0K83183. CWM and CWIS are two separate affiliated companies. All investment advisory services are provided by CWM and all insurance products and services are provided by CWIS. CWIS does not provide any investment advisory services and CWM does not provide insurance services. CWM and CWIS have no affiliation with government, state, or local agencies. CWM is a proud supporter and a member of the Better Business Bureau. Consult with an attorney or CPA for usage of tax or legal concepts. This presentation may contain information that are close approximation to the totality of information available to us and not necessarily specific within regards to one situation or another. Some opinions and statements are informational. They are not investment advice as they may not be complete in terms of all details needed to affect an action you wish to undertake, investment strategy or plan. No estimates used are a promise of return. Also, many opinions are summaries and may not reflect all pertinent facts relevant to you. Nothing said herein should be used as a basis for investment decision unless you consult with your Confidence Wealth financial advisor. Past performance does not indicate future results. As you know, no one can predict the future. Therefore, any forecast in this presentation is intended strictly as a possible future outlook and not a statement of fact as there could be any scenarios that are not in your favor when making a decision. You must examine all adverse and negative implications on any forecast when made. All information is based on the date of the presentation and may not be valid, may change, and/or may not be true any longer as time passes.

© 2020 Confidence Wealth Management LLC