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  • Brianna Giliberto-Hermann

WHO SHOULD GET AN ESTATE PLAN?

Every Estate Plan is unique. Each Estate Plan is specifically created to fit each individual’s needs no matter age, family status, and financials. The purpose of Estate Planning is to protect your legacy by preserving your voice, assets, and family.

WHO IS ELIGIBLE TO HAVE THEIR ESTATE PLANNING DONE?

  • Any person who is 18 years or older that has the mental capacity;

  • Owners of real property or personal property (houses, condos, money, cars, collector's items, bank accounts, stock, IRA, a business, etc.);

  • Anyone who wants a specific person(s)e to make decisions regarding your health and/or manage your assets on your behalf should you be unable to on your own behalf due to sickness, coma, or accident.

To set up a free initial consultation regarding your estate planning needs, please call the office at 626-391-8277.



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