ESTATE PLANNING2020-05-28T02:59:20-07:00


One of the most emotionally thought-provoking aspects of a person’s life is probably estate planning. Nonetheless, a well-crafted estate plan is imperative to a great succession. With end-of-life planning being morbid, estate planning is the best way to protect your family and property. It is also the best way to leave behind a great legacy with continuity.

What is Estate Planning

Estate planning is the advance preparation of transfer of your wealth, assets, or property after death. It is the act of giving instructions on what to happen to your wealth after the benefactor passes. To avoid any conflicts and to benefit your family and other beneficiaries, estate planning is essential during every stage of your life, whether young or old.

While you might have an estate plan in place, does it have the essential components to make the plan wholesome? Various things must feature in your estate plan to achieve its purpose. Regardless of how gloomy it seems, everything will fall in place provided you acquire experienced wealth management services. Our wealth management services include the following:

Will/Trust Review
Multi-Generational Wealth Management
Charitable Giving
Family Limited Partnership

We Are Here to Help

At Pence Wealth Management, we can guide you through the process estate planning. We are staffed with experienced professionals in this field and provide comprehensive financial planning and wealth management services to clients from all across Southern California and the US. If you want a smooth estate planning process, request a consultation and we will be ready to help.

Pence Wealth Management and LPL Financial do not offer legal services. Please consult your legal advisor regarding your specific situation.


Explore our comprehensive estate planning services that fit your unique personal needs and circumstances.

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We put significant fundamental research work to choose the right investment opportunities for our clients.

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At any time, you can review your portfolio, request changes, or get more involved with how your funds are managed.

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By working with Pence Wealth Management, you can address that your assets allocation is working for you, not against you.

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We will work towards your portfolio in being properly diversified, enabling your portfolio to pursue growth

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Request An Appointment

At Pence Wealth, we believe that good financial decisions don’t have to be confusing.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.


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