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  • Home
  • About Us
  • Services
    • Personal Services >
      • Life Insurance
      • Medical Insurance
      • Dental Insurance
      • Long Term Care Insurance
      • Medical Supplement Plans
      • Medicare
      • Disability Income Insurance
      • Annuities
      • Retirement Planning
      • Estate Planning
      • Identity Theft Protection
      • International Medical Insurance
      • Travel Insurance
      • Critical Illness Plans
    • Corporate Benefits >
      • Group Health, Dental & Vision Insurance
      • Group Life & Disability Insurance
      • Cafeteria Plans (sec. 125)
      • COBRA / HIPAA / Human Resource Services
      • Group Long Term Care Insurance Plans
    • Business Continuity & Planning >
      • Key Person Insurance
      • Business Overhead Insurance
      • Business Buy Sell Agreements
      • Executive Disability Insurance
    • Needs Analysis
  • Companies We Represent
  • Request a Quote
  • Articles & Resources
  • Testimonials
  • Contact Us

Estate Planning​

Why you should prepare an Estate Plan?

It is a common misconception that estate planning is important for only the wealthy or elderly. By investing the time now to plan your estate you could possibly save your loved ones months, if not years, of agony and literally thousands of dollars in court fees and/or estate taxes.

​What is an Estate Plan?

An estate plan is a written expression of how you want your assets to be owned, managed and preserved during your lifetime and how you want them to be disposed of upon your death.

What is Estate Planning?

Arranging for the distribution of one’s wealth is what estate planning is all about. A critical part of estate planning is creating  documents that outline your wishes for distributing your assets after you die. Every individual has an estate plan. If you do not have a formal written Will or Trust, your estate plan is created out of default by your state. Every state in America has laws governing the  distribution of property when a person dies without a Will or Trust. If you have not made any provisions for the distribution of your estate before you die, your estate would be distributed according to your state’s “interstate succession” statutes which provide for the distribution of your estate.

contact us for more information
SSG Insurance & Financial Services | License #0E81353
Telephone: (818) 223-9444 | Calabasas, CA
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