Whether your estate is large or small, there are many issues to consider in creating an estate plan, let us help you uncover:
What your assets are 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?
*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 Consultant. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to bank customers. †For specific tax advice, please consult a qualified tax professional.