The main goal of estate planning is to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses.

Estate planning* involves the will, trusts, beneficiary designations, powers of appointment, property ownership (joint tenancy with rights of survivorship, tenancy in common, tenancy by the entirety), gifts, and powers of attorney.  

 

HERE ARE 10 SIMPLE STEPS TO AN ESTATE PLAN

  1. Know how much you are worth
  2. Understand estate taxes
  3. Create a will
  4. Set up a trust
  5. Determine health care directives
  6. Assign a financial power of attorney
  7. Protect your children's property by naming an adult guardian
  8. Fill out a beneficiary form for your financial accounts
  9. Consider life insurance
  10. Talk to an East West Investment Services professional

 

*Consult your legal or tax counsel for advice concerning your personal circumstances. Neither East West Bank, Cetera Investment Services, nor any of its representatives may give legal or tax advice. 

 

Why choose us?

Why choose us?

  • Experienced, multi-lingual Financial Consultants with a deep understanding of your cultural background
  • Expertise in both personal wealth and business planning
  • Convenient access to your investment portfolio using our Mobile App1
 

Contact us today

Let us know how we can help and one of our experienced Financial Consultants will contact you.

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DISCLOSURE

1 To access your investment portfolio using our Mobile App, you must be enrolled in the Bank’s mobile or online banking service.  Additional terms and conditions may apply.  East West Bank does not charge for Mobile Banking. However, your mobile service provider may charge for sending and receiving text messages on your phone. Check with your service provider for details on specific fees and data charges that may apply.

Insurance and investment products are:

Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Insured by Any Federal Government Agency Are Not Deposits

Check the background of this investment professional on FINRA’s BrokerCheck.

Located at: 135 N. Los Robles Ave, Pasadena, CA 91101 Toll-Free 888.978.8617

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.