Estate Planning


It's never too early to begin  thinking about your legacy or to shape your estate plan. An estate plan is an imperative part of any ongoing  financial planning process. Your legacy transcends money — it also encompasses your values. Your  wishes and dreams may include using your assets to help secure your  family's future or you may choose to support another cause close to your  heart. This might be your favorite charity, your community or your  place of worship.


Designing a legacy consistent with your dreams and values is a  personal, often complex process. But it's well worth the effort.  Let the Attorneys at Monterey Legal Associates advise you to help improve communication, prevent conflicts and let your family know what's important to you.  

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