Commercial Real Estate Pro Network

Accumulating appreciating assets is the goal of all investors.  When your time comes, an Estate Plan, can make the settlement of your affairs a simple matter.  Without a well executed plan, the end can be really messy. SUBSCRIBE:     iTunes                  Stitcher Most people don’t invest time to think about the world without them in it.  It is  a morbid thought that reminds us that there is an end to life. I had the pleasure of speaking with Bill Sefton, CPA.  His practice focuses on working with high networth individuals to for estate planning. Steps to establishing your Estate Plan WHO: Determining who you want to handle your affairs when you are no longer able is the place to start.  This is the first step. WHAT: Once you know who is going to handle your estate, you need to identify the assets in your estate, bank accounts, IRA’s, property, etc.   HOW: How do you want your assets distributed? For more information go to: https://williamleesefton.com/ William Lee Sefton, CPA (925) 735-6529 bill@williamleesefton.com