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Estate Planning

Ensuring your wishes are met with privacy, minimal cost and minimal taxation are important aspects of Estate Planning. Equally, so is maintaining control of your assets and personal health wishes, in the event that you are unable to represent yourself due to a medical condition.

Estate Planning may include:

  • Will
  • Living Will
  • Pour Over Will
  • General Power of Attorney over Assets
  • General Power of Attorney over Health
  • Medical Directive
  • Trust
  • Property Agreements

** It is extremely important that these types of documents be prepared or reviewed by an Attorney, licensed in the state in which you live.

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Vista Financial Planning Group, LLC

*Securities offered through SCF Securities, Inc. – Member FINRA/SIPC Investment Advisory Services offered through SCF Investment Advisors, Inc. 10150 Meanley Drive, First Floor, San Diego, CA 92131 • (800) 955-2517 • Fax (559) 456-6109. SCF Securities, Inc. and Vista Financial Planning Group, LLC are not affiliated.

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