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Live for today, plan for your heirs
Estate planning can be a crucial part of financial planning. You have to think not only about your goals today, but also for future generations. Once you have planned retirement and invested wisely, it’s time to focus on how your assets will be managed after your death.
Whether your estate is large or small, there are many issues to consider in creating an estate plan**, let David help you uncover:
If you would like to learn more about David Elster, feel free to contact him at 858-805-7949 or email him at email@example.com to schedule an appointment.
David Elster is securities licensed in California and holds a California Insurance license #0H84747.
"The way each UCU staff member cared for my every concern afforded me to drive away in my new ride."
- Beverly W.