Generation Planning

Serving Clients in Monterey Park and the Surrounding Area

Generation Planning

Planning for Retirement/Legacy

You have arrived. Just a moment ago you were Nearing Retirement. When did you get to this place in life so quickly? Yikes, what do you need to do right now in preparation for that day?

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Planning when Single Again

Did you know the law requires every adult American to make his or her own personal, financial and health care decisions? Now that you are single again, who would make your basic decisions if you are legally incapacitated due to a serious injury or illness

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Planning for Nearing Retirement

Just a moment ago you were in the thick of your busy, busy Peak Earning Years. Now, you can see a new adventure is rapidly approaching your front windshield. What is it?

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Planning for Peak Earning Years

Are you between age 40 and 55? If yes, then congratulations. Research has shown that you are in your peak earning years. And that is a very good thing.

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Planning for Blended Families

Times have changed. In the new millennium, whether due to the death of a spouse or through divorce, blended families now outnumber traditional nuclear families. And the number is likely to grow, based on current statistics and trends.

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Planning for Minor Children

Are you the parent of minor children? If yes, then they are your most valuable treasure. So, what arrangements have you made for their care should something happen to you and their other parent?

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Planning for Married Couples

With each marriage come new rights and new responsibilities. If you created an estate plan when you were single, then you should bring your estate plan up-to-code to reflect your wedding vows.

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Planning for Singles

If you are single, then you are in good company. According to the most recent U.S. Census, more than half of all adult Americans are single, too. Whether you just turned 18 or are 118 one thing you share with your married counterparts is the need for esse

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