A Personal Touch for Your Estate Plans
A Personal Touch for Your Estate Plans
Starting up plans for insurance, investment, or retirement is not enough to secure your wealth for your loved ones. Get help from professionals in estate planning when it comes to processing documents for your assets and possessions. Plemons & Associates has the knowledge, expertise, and support to manage your family’s needs.
Our veteran-owned company in San Diego, California is composed of registered LDAs (legal document assistants) and CEP®'s (certified estate planners™) who will provide quality documents and administration services. Get in touch with us today!
A Simple Truth
A Simple Truth
Congratulations on taking the next step to safeguard your family and all your life’s work. After all, everyone needs an estate plan!
A few things are more concerning but less attended to than estate planning. Nearly everyone has done some measure of insurance, investment, and retirement planning. Sadly, however, all of this planning and hard work can come crashing down and the losses can be catastrophic without a comprehensive estate plan.
The vast majority of American have done relatively little or no estate planning. Nearly 60% of Americans don’t even have a Will, giving them little control or input into issues such as what will happen to their assets and any minor children after they die. The time and cost of implementing a plan now is far less than the enormous cost both financially and emotionally for your family if you neglect this important matter.
