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    Home » Trust, Estate Planning and Probate

    Trust, Estate Planning and Probate

    Trust, Estate Planning and Probate

    TRUSTS

    There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future. Most trusts can also provide current benefits, such as tax deferral and deductions. Unlike a will, a trust may help avoid probate upon your death. To learn more about trusts and how they may benefit you, we will be happy to help you consult a qualified estate planning attorney who can assist you with these issues.

    ESTATE PLANNING

    We can refer you to one of our estate planning attorneys to help meet your individual needs.

    Estate planning is simply determining (while you’re still alive) where your assets should go after you pass. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.

    While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.

    PROBATE

    We can refer you to one of our estate planning attorneys to help meet your individual needs.

    Probate is the potentially lengthy and costly legal process that oversees the transfer of your assets upon your death. If you do not create a will or set up a trust to transfer your property when you pass, state law will determine what happens to your estate. This is called intestate. Without a will or some other form of legal estate planning, there is the chance that more of your property may not go where you want it to. We can refer you to a qualified estate planning attorney who can assist you in these matters.

     

    To schedule a time to discuss your financial future and the possible role of insurance and investments in your financial strategy, contact us at admin@pacificexcel.com or call us at (510) 217-8125 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investments products.

    Contact Us Today!

    Phone: (510) 217-8125

    Fax: (510) 227-5931

    admin@pacificexcel.com

    2413 Webb Ave. Suite B
    Alameda, CA 94501-2922



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    Family-owned and operated, Pacific Excel Wealth Advisors, Inc. is an independent wealth management firm, founded in 2011.

    Advisory services are offered through J.W. Cole Advisors, Inc. (JWCA).  Pacific Excel Wealth Advisors, Inc. (PEWA) and JWCA are not affiliated entities.  One or more individuals at PEWA are registered as Investment Adviser Representatives of JWCA with certain State securities divisions.  PEWA Investment Adviser Representatives receive fee-based compensation in exchange for soliciting advisory services, which are provided by JWCA on behalf of PEWA clients.  Additional information regarding the specific investment advisory services which are offered by JWCA can be found in JWCA’s Form ADV Part 2A Brochure (the Brochure), which is available on JWCA’s website - jw-cole.com.

    Insurance services and products are offered through Pacific Excel Insurance Services, Inc., an independent insurance agency - California Licenses 0F91699 and 0L77279.

    Pacific Excel Wealth Advisors, Inc. and Pacific Excel Insurance Services, Inc. are under common control.

    In addition to providing certain investment advisory services on behalf of J.W. Cole Advisors, Inc. (JWCA), as described in the Brochure, Pacific Excel Wealth Advisors, Inc. (PEWA) and individuals who are associated with PEWA might offer to and/or provide to its clients certain other services and/or products which are outside of JWCA’s and/or its affiliates' supervision and/or control, including but not limited to insurance-related and estate and/or tax-planning services and/or products (Other Services). Website users are advised that Other Services are offered and/or provided exclusively by PEWA and that they are not endorsed, offered, provided, supervised and/or controlled by JWCA and/or its affiliates. Insurance services and products are offered by PEWA and they are not offered by JWCA. Guarantees are associated with insurance services and products which are backed by the financial strength and claims-paying ability of the issuing company and might be subject to restrictions, limitations and/or early withdrawal fees, which vary by the issuing company. They do not refer in any way to investment advisory services.

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