Wealth Management San Diego CA
High net worth individuals and organizations can opt to employ a wealth manager to handle their financial issues, including things like estate planning, taxes, investment management and more. Wealth management services are provided by corporations, financial advisors and multi-licensed portfolio managers. They use wealth management strategies to help their clients grow their wealth and assets as well as to navigate tax law. Wealth managers oversee all the financial affairs of their clients, which can be extremely helpful for those with numerous and diverse financial holdings.
Robert Eddy
Creative Capital Management, Inc.
(619) 298-3993
Creative Capital Management, Inc.
(619) 298-3993
8880 Rio San Diego Drive, Suite 1150
San Diego, CA
San Diego, CA
Matthew Showley
Creative Capital Management, Inc.
(619) 298-3993
Creative Capital Management, Inc.
(619) 298-3993
8880 Rio San Diego Drive, Suite 1150
San Diego, CA
San Diego, CA
James Freeman
Financial Alternatives, Inc.
(858) 459-8289
Financial Alternatives, Inc.
(858) 459-8289
7734 Herschel Avenue, Suite M
La Jolla, CA
La Jolla, CA
Stephen Doster
Doster Financial Planning
(619) 688-1192
Doster Financial Planning
(619) 688-1192
7676 Hazard Center Dr, Suite 500
San Diego, CA
San Diego, CA
Peggy Eddy
Creative Capital Management, Inc.
(619) 298-3993
Creative Capital Management, Inc.
(619) 298-3993
8880 Rio San Diego Drive, Suite 1150
San Diego, CA
San Diego, CA
Theodore Roman
Roman Financial Advisors
(619) 669-1111
Roman Financial Advisors
(619) 669-1111
2245 San Diego Avenue, Suite 221
San Diego, CA
San Diego, CA
Christopher Jaccard
Financial Alternatives, Inc.
(858) 459-8289
Financial Alternatives, Inc.
(858) 459-8289
7734 Herschel Avenue, Suite M
La Jolla, CA
La Jolla, CA
Terrance Green
Blue Water Capital Management, LLC
(858) 552-1488
Blue Water Capital Management, LLC
(858) 552-1488
5755 Oberlin Drive
San Diego, CA
San Diego, CA
Data Provided by:
Wealth Management
By: Jonas ZamoraJonas Zamora is a Certified Financial PlannerTM professional. You may contact him at jzamora@zacks.com
Benefits of Estate Planning
Have you ever been advised that you should have an estate plan? You hear the advice and, like most folks, don’t have a clear idea of why you should have one. I read an article by financial planner Elaine Floyd, which outlines the reasons why you should have an estate plan.
Let’s start with the benefits. An estate plan allows you to:
1. Direct the distribution of your wealth at death. An estate plan allows you to name the people, or charities, that will receive your assets. Otherwise, the courts will decide for you based on the laws of succession in your state.
2. Save on estate taxes. The estate tax still exists at least until 2009. In 2010 it will be repealed but may come back in 2011. This year, assets that total up to $2 million are exempt from federal estate taxes. The top tax rate on assets above that amount is 45%. Keep in mind that state inheritance tax has not been abolished either.
3. Save money on probate fees and keep your privacy. Probate fees can run up to about 10% of your estate’s value. Keep in mind that probate is time consuming and a matter of public record.
4. Protects assets while you are alive. Estate planning strategies can help protect you in case of lawsuits and divorce.
5. Prepare for incapacity. What happens if you are unable to handle making the payments for the care you receive while incapacitated? Who will manage your care and finances? An estate plan can help assure your well being if you become unable to make your own decisions....
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