No incentive to sell you anything. Only unbiased financial advice.
Coordinate financial planning with tax, elder law, and estate planning..
Eliminate hard feelings when you, your family, or friends act as a loved one’s financial planner.
Learn to avoid breach of your fiduciary duty if you act as trustee of any trust.
Do you know the Prudent Investor Rule? If not, you can be personally charged by a court and required to make up any losses to the trust beneficiaries.
Provide you with a written Investment Policy Statement.
The Investment Policy Statement is a personalized investment plan detailing your facts and circumstances. Thus your investment plan is based upon your individual needs and is not a one-size fits all plan.
All at no additional costs to you.*
*A financial planner, who is also a lawyer, brings all of his or her legal skills to your financial plan at no added cost.
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Geraldine E. Champion, Attorney at Law The Law Offices of Geraldine E. Champion 182 South 10th Street Grover Beach, CA 93433 Tel: (805) 473-4747
*** Due to the complexity of these matters, we do not handle correspondence via e-mail. ***
The use of the Internet for communications with The Law Offices of Geraldine E. Champion will not establish an attorney-client relationship and messages containing confidential or time-sensitive information should not be sent.
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting, or specific advice to your situation. This information does not establish an attorney-client relationship. All information is California specific. Facts and circumstances effect advice. Consult your own attorney.