Estate Planning
Preserve Your Legacy with Comprehensive Estate Planning
At Talents Financial Planning & Wealth Management, we understand that preserving your legacy and ensuring your assets are distributed according to your wishes is of utmost importance. Our estate planning services are designed to provide you with peace of mind, knowing that your loved ones will be taken care of and your wealth will be passed on efficiently and effectively.
Comprehensive Estate Planning
Personalized Estate Planning
Every individual's estate planning needs are unique. We work closely with you to understand your personal and financial goals, as well as your family dynamics, to develop a customized strategy for you. We understand the legal and tax implications of using wills and trusts, properly titling assets, and designating beneficiaries in passing assets to your heirs. We thoroughly review your existing estate structure and design a strategy with recommendations tailored to meet your specific needs and objectives.
Partnerships to help you with the resources you need
Properly executing an estate plan, drafting wills and establishing trusts, or retitling assets usually involves specialized legal services. While Talents Financial Planning and Wealth Management can assists you during this process, we refer you to local estate professionals to help you get the legal services necessary to put your plan into action. We work closely with you and any legal experts you choose to ensure your estate and assets are organized to reflect your estate planning goals.
Talents Financial Planning & Wealth Management and Commonwealth Financial Network® do not provide legal advice. You should consult a legal professional regarding your individual situation.
Why Choose Talents for Estate Planning?
- Personalized Approach: We recognize that each client's estate planning needs are unique. Our personalized approach ensures that your strategy is customized to meet your specific goals and objectives.
- Experience: Dave Baldwin CFP® has nearly 20 years of experience in financial services and our partnership with Commonwealth Financial Network® brings years of experience in estate planning.
- Relationships with Local Experts: We network with and refer clients to multiple local estate attorneys who specialize in drafting wills and establishing trusts as well as trust administration services and probate support.
- Dedicated and Ongoing Support: Estate planning is an ongoing process and we provide continuous support and regular reviews to ensure your plan remains up-to-date and adapts to changes in your life and estate needs.
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.
Dave Baldwin (CA Insurance Lic #0F04767) is a registered representative and investment advisor representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Tax preparation services offered through Talents Financial Planning and Wealth Management are separate and unrelated to Commonwealth Financial Network®.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
Form CRS: Client Relationship Summary
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