Looking to talk to a Financial Advisor, and someone to help with Will and Trust stuff...
Any recommendations or warnings?
Thanks in advance.
Bryan O. replied:
I know some names but cant speak from personal use of them. Jeff Schwartz, Roy Herman, Justin Regan at shanault baker has someone, and Steve Bowen. Dont know if that helps.
Bryan O. replied:
Mike Monji strongly supports a living trust over a will. I dont know much about them though. Legal zoom can get you cheap filing. As a word of caution, a thousand or even 2 thousand dollars for professional advice now can save you or your heirs 10 s of thousands in the future.
Eric B. replied:
I think you'd want both. The Living Trust will save you money in case both of you perish at the same time. The Will will describe what's supposed to happen in the event of your deaths(s).
Anyone in Bakersfield know of or is themselves a financial advisor(not even sure if this is the correct title for the person I need to speak with)? I need some solid...
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