Your estate includes your valuable possessions and crafting a well-defined estate plan is crucial for preserving your legacy and ensuring your family's financial security. Whether you're initiating an estate plan or revising an existing one, Pure's Financial Advisor, Joe Sanchez, CFP®, AIF®, leads you through each step, so you can navigate the process with assurance and clarity.
1: Inventory Your Assets
2: Determine Beneficiaries & Wishes
3: Create Legal Documents
4: Update Beneficiaries & Assets to be Retitled to the Trust
5: Review and Update Regularly

Download our Estate Plan Organizer:
https://purefinancial.com/white-papers/estate-plan-organizer/?utm_source=youtube.com&utm_medium=advisor&utm_campaign=Pure-20240506

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation.

Schedule a free assessment with any one of our experienced financial professionals: http://bit.ly/PureAssessment
Office locations: https://bit.ly/PureLocations
Ask your personal finance questions: https://bit.ly/AskPure
Subscribe to our channel: http://bit.ly/PureFinancialYouTube

IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
CFP® - The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.
AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.