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Estate Planning

Estate Planning

 

Estate Planning

Estate planning can be a crucial part of financial planning. You have to think not only about your goals today, but also for future generations. Once you have planned retirement and invested wisely, it's time to focus on how your assets will be managed after your death.


At FB Financial Services, our SPF1 Financial Representatives can help you, we’re here to answer all your questions and can help you create a plan,  so you can feel confident your assets are distributed the way you desire.


Whether your estate is large or small, there are many issues to consider in creating an estate plan, let us help you uncover:

  • What are your assets and their approximate value?
  • Where will your assets go when you pass away?
  • Who will take care of your finances when you are no longer able to do so?
  • Who should be responsible for taking care of your children if you become unable to care for them yourself?
  • Who should make decisions on your behalf if you become unable to care for yourself?
  • What do you want done with your remains after you die?

To learn more about estate planning and protecting your family, contact us today to schedule a complimentary, no-obligation appointment. Call (800) 400-7067.

1 Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC)  and SEC Registered Investment Advisor. Investment Representatives are registered through SPF. Fremont Bank has contracted with SPF to make non-deposit investment products and services available to bank clients.

Sorrento Pacific Financial, LLC ("SPF") and FB Financial Services representatives do not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor. 
 

Products offered through SPF are:

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit

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