The Schulten Group of Wells Fargo Advisors

CONNECT

Address:

6700 E. Pacific Coast Highway, Suite 170
Long Beach, CA 90803

Phone:

562-799-2190

Fax/Other:

562-799-2189

Estate Planning Strategies

 

Estate planning is about more than transferring your assets upon death. Your estate plan also helps protect your financial security during your lifetime. It helps provide confidence that important financial, personal, and medical issues can be handled by someone you trust without unnecessary delay, even in critical times involving illness, disability, or death.

As part of building and maintaining your overall wealth plan, we will work with you and your other professional advisors to make sure your estate plan is aligned with your investment strategies and the other components of your wealth plan. 

Life events, such as deaths, births, divorces, marriages, or a change in state residency often lead to changes in your goals, so as we meet with you periodically, we will review your personal circumstances to see what updates need to be made.

 

 

 

 

 

 

*Wells Fargo Advisors and its affiliates do not provide legal or tax advice. An estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

 

 

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals