Long-Term Care Planning

18.6. Estate Planning Sounds Expensive, is it [Video]

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18.6. Estate Planning Sounds Expensive, is it

Kate Kelso is Founder & Chief Legal Counsel at The Law Offices of K. Kelso, RLLP, specializing in estate planning and general contracts, Licensed Mediator, Notary Public.

Kate Kelso, Esq., prioritizes clients during the estate planning process, promotes and facilitates communications, and keeps fees transparent. Kate’s top priority is that her clients fully understand their documents and that their estate plans represent exactly what they want for themselves and their beneficiaries.

Kate believes everyone deserves a well-written, thorough will and trust for all of the complex pieces of their life. She has experience in probate, general business contracts, small business formation, special needs trusts, advanced asset protection, pre/postnuptial agreements, and incapacity planning, amongst others.

Sanjay Sabarwal focuses his practice in the areas of Employment Law, Family Law and Personal Injury Law. Mr. Sabarwal has experience in Business Law, Wage Compensation, Partnership Disputes and Mediation. Mr. Sabarwal has been the Co-Owner and House Counsel for Ziba Beauty, member of the American Bar Association, Los Angeles Bar Association, South Asian Bar Association and Orange County Bar Association. He also serves on the Advisory Board for Youth Business Alliance, which connects entrepreneurs to speak at underserved schools in Los Angeles County. He is also a board member for the Artesia Chamber of Commerce.

If you have questions or need some advise on how to handle a legal situation.
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Contact Information For bookings and My Blog:
Sanjay Sabarwal, Esq
Sabarwal Law
17832 Pioneer Blvd
Artesia, CA 90701
✆: (562) 250-4471
Fax: (562) 684-4107

Long-Term Care Planning


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Long-Term Care Planning

Should Financial Consultants go into Estate Planning? | Eugene Soo [Video]

Hey Financial Consultants! For many of us, we have probably considered one thing: elevating your career and breaking through into the Estate Planning practice. Watch this video first! Although it looks and sounds glamourous to be an Estate Planner, you must consider some things before you jump in. What is a good time to start? Do I have the things that I need? At my stage, will this actually add value to my clients?In this video, I’ll go over the things you must consider, and pitfalls you may face. After that, you can decide if Estate Planning is for you now.

Business Owners Long-Term Care Planning Retirement Planning

Goran Milic grew up in Serbia and moved to the US in his early twenties. Among many other roles, he’s a dad, husband, financial planner, and chief retirement strategist at Tesla Wealth Management. For the last ten years, Goran has been helping people with their financial, retirement, and insurance planning. He’s an actuary by trade, and actuaries are creators of all types of insurance, annuities, pension funds, and other financial products.Goran was always passionate about crunching numbers and explaining math to his non-math friends and family. Throughout his schooling, he has discovered his special gift in his ability to gather scattered information and bring it all together in an organized, well-researched, and actionable way. In addition, he loves to tackle complex financial topics and break them down for a layperson to understand.While working for a large national firm years ago, Goran realized that a vast amount of the advice given to clients was not aligned with their best interests. So he joined TWM with the conviction that while every client’s situation is unique, there is an optimal solution that perfectly suits each client. It may take more effort and sometimes thinking outside the box, but there is no other way for their team at TWM.As far as Goran’s education goes, he has a Bachelor’s degree in Actuarial Science from Roosevelt University. He’s also maintaining his Life and Health producer license and the CLTC designation, a certification for Long-Term Care insurance.When he doesn’t work, Goran loves to spend time with his wife and their two children, enjoying nature and an outdoorsy lifestyle. Learn More: Influencers with Mike Saunders

Long-Term Care Planning

Long term care is a subject which is confusing, daunting and often comes at a time of great stress. We asked SOLLA accredited Chartered Financial Planner David Summers to answer the questions he is most often asked when it comes to creating a long term care plan.    Please note that the upper limit of £23,250 only refers to England and Northern Ireland, Wales and Scotland have different upper limits. SeventySeven Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc which is authorised and regulated by the Financial Conduct Authority.IG Hashtags: #77 #77wm #SeventySeven #SeventySevenWealthManagement #SeventySevenWealthManagementUK #WealthManagementUK #WealthManagementAdvisor #WealthManagement #WealthManagementPartners #WealthManagementTips #FinancialPlanning #FinancialPlanningUK #FinancialWellBeing #FinancialAdviceUK #Finance #Investment #InvestmentManagement #Wealth #Pension #FinancialFreedom #RetirementFund #ProtectionPlanning #ManagingYourCash #InvestmentPlanning #RetirementPlanning #SchoolFeesPlanning #InheritanceTaxPlanning #IntergenerationalPlanning #CareInLaterLife #LongTermCare