Welcome to High Valley Financial Planning Services

CONNECT

Address:

1851 McCarthy Blvd., Suite 208
Milpitas, CA 95035

Phone:

(510) 870-0725

Fax/Other:

(510) 857-1098

Estate Planning

Estate Planning should be about your legacy. It is about people you love, causes you care about, and when you would like to see the impact -- not just after your death.

Estate Planning with High Valley Financial addresses the above issues and more.

  1. The discussion begins with your values, what you believe in, what you care about, and how you would like to leave your legacy, described in your own words.
  2. We examine your various assets and how they are held.
    Something as simple as a title change can affect the outcome of how your asset flows when a life event occurs.
  3. We project your net worth at the end of your plan and estimate the impact you may have according to your wishes.
  4. Certain estate planning tools may be used based on the strategy, such as Revocable Living Trust, Irrevocable Trust, Life Insurance, and Irrevocable Life Insurance Trusts, etc.
  5. Review when needed or at least every three years
    Estate Planning documents and strategies should be reviewed whenever there is a change in your circumstances or your family. It needs constant review and update.

High Valley is compensated for the planning services by either an hourly rate, a flat fee, or an on-going subscription fee, based on your unique need for services. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck