Estate Planning

Preserve your assets, transfer wealth to your loved ones and ensure that your philanthropic wishes are met. An estate plan helps you put everything in place.
Estate Planning

Plan For Your Loved Ones

Effective estate planning enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. A comprehensive strategy can outline your health care wishes and ensure that they’re carried out, even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

We Simplify the Process

Whether your estate is large or small, there are several issues to consider. We will guide you with patience and care so you can make informed decisions.

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4 Ways to Get Started

Enjoy peace of mind today as you plan for tomorrow and generations to come. Contact us about building your estate plan.

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The financial consultants at FB Investments Services are registered representatives with, and Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer (member FINRA/SIPC). Insurance products are offered through LPL Financial or its licensed affiliates. Fremont Bank and FB Investment Services, a Division of Fremont Bank are not registered as a broker/dealer or investment advisor. Registered representatives of LPL who offer products and services using FB Investment Services, are also employees of Fremont Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Fremont Bank or FB Investment Services. Securities and insurance offered through LPL or its affiliates are:

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