Home You & Your Family Your Retirement Your Business Your Career Resources About ESTATE Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Featured Video Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? Featured Presentation Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics. Have A Question About This Topic? Please do not write any sensitive or confidential information, trade instructions, or account information in this web form. Call 1-888-600-4667 to place any trades, and we will get back to you via email or phone within two business days for all other inquiries. Name Email Question Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? Succeeding at Business Succession There are a number of reasons for business owners to consider a business succession plan sooner rather than later. Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate. ARTICLES CALCULATORS PRESENTATIONS VIDEOS A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives. Four Reasons Millennials Need an Estate Strategy Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now. Choosing a Business Structure Entrepreneurs all face the same question, “Which business structure should I adopt?” A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes. Tips for Finding Care for Your Disabled Child The care of special-needs children continues into their adult years, and may survive the passing of their parents. Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate. VIEW ALL ARTICLES Contact Pacific Advisors Office: 888-399-3331 333 N Indian Hill Blvd Claremont, CA 91711 contact@pacificadvisors.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright 2021 FMG Suite. Pacific Advisors LLC is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 333 N Indian Hill Blvd, Claremont, CA 91711, 909-399-1100. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Pacific Advisors LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA License #0K12914. Important Disclosures | Online Privacy Statement | Website Terms of Use | California Consumer Privacy Notice General Pacific Advisors Inquiries: 1-888-399-3331 or contact@pacificadvisors.com | © 2001-2020 Pacific Advisors LLC. All Rights Reserved. 2020-107475. Exp. 8/22. Feedback