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Estate Planning Road Map

humanitas financial estate plan road map

 

Estate Planning Appointment Guide

Download and complete the Estate Planning Appointment Guide before our first Estate Planning meeting.

Download Our Estate Planning Appointment Guide

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Request An Introductory Discussion

Offices

(888) 482-4922 
clientservices@humanitasadvisors.com

Los Angeles - Corporate Office

400 Corporate Pointe, Suite 300
Culver City, CA 90230

San Diego - Mission Valley Office

8880 Rio San Diego Dr, 8th Floor
San Diego, CA 92108

Bay Area - San Jose Office

2570 North 1st Street, 2nd Floor
San Jose, CA 95131

     

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Privacy Policy | Terms of Use

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/ or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Humanitas Insurance and Financial Services California Life Insurance License # 0N02468 and individually licensed and appointed insurance agents.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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