The 5 Must-Have Estate Planning Documents
Of all the financial topics to discuss, estate planning is hardly the most fun. But it’s one of the most important, especially if your goal is to have an effective transfer of your assets after you’re gone. The key, of course, is to take care of things while you’re still alive.
In order to do that, you need to know which documents to have, and what to do next. In this week’s edition of Lucia Capital Group Weekly, our advisor in the Phoenix / Scottsdale area, Chris Lloyd, CFP talks with Ray Lucia Jr., CEO of Lucia Capital Group, about the 5 most important estate planning documents that every adult should have in place.
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Raymond J. Lucia Jr. is CEO of Lucia Capital Group, a registered investment advisor and CEO of its affiliated broker-dealer, Lucia Securities, LLC (LSL), member FINRA/SIPC. Advisory services offered through Lucia Capital Group (LCG). Securities offered through LSL. Registration with the SEC does not imply a certain level of skill or training. Chris Lloyd is a registered representative of, and offer securities through, LSL. Chris Lloyd also offers advisory services offered through LCG.