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.

Important Information:

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.
You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
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.

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