Get Your Wishes In Writing / Beneficiaries
Beneficiaries
Many financial assets pass by beneficiary designation, not by your will.
Many financial assets pass by beneficiary designation, not by your will. Retirement plans, life insurance, brokerage accounts & bank accounts typically transfer directly to the individuals you name after your passing, often without going through probate.
Because these designations operate outside your estate documents, keeping them current is critical. Marriage, divorce, the birth of a child, or the loss of a loved one are all moments when a review is especially important to ensure your intentions are still reflected.
Our role is to help you coordinate beneficiary designations with your broader financial & estate planning. This helps reduce delays, avoid unintended outcomes & supports a smoother transfer of assets to the people you choose.
Get Your Wishes In Writing
Power of Attorney
This is essential. You must name who can access your accounts & make medical decisions if you are incapacitated. Being your spouse may not be enough.
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California Probate
Probate in California can take months and cost thousands in court fees. A living trust may help your heirs avoid delays, expenses, and uncertainty during an already difficult time.
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Living Revocable Trust
A living trust allows you to protect your assets, direct their future use, and help heirs avoid the delays and expense of probate after your death.
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What Clients Say
“Simon, Mike & Sam have surpassed all my expectations. Thanks to their guidance, my transition from accumulating wealth to enjoying it has been far smoother than I ever imagined.”
Biotech Founder, Age 60 · Palm Springs · 10/13/2025
Each statement under ‘What Clients Say’ is a testimonial by a client of the financial professional, on dates shown in each case. The client has not been paid nor received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
The Kitchen Table Guide
A free guide with 12 talks about money, wishes and the people you love, plus a worksheet for each. Built for every kind of family, chosen family included.
Talk With Simon · simon@calfp.com
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