Broker Check

Ideal Life Financial Advisors - Folsom, CA

2240 East Bidwell Street, Suite 110, Folsom, CA 95630   |   (916) 235-4646

 

Estate Planning

Wills are complicated. So is estate tax code. Let us help you make the most of your estate plan. We can help you understand the terms of your will and make the most of your contributions to family, friends or charity. We can even help them understand your wishes and teach them the skills they need to responsibly handle your estate. We can also:

  • Help you avoid probate court
  • Involve and educate those important to you
  • Help you understand your will
  • Avoid extraneous taxes
  • Ensure your estate goes where you want, how you want

This information is not intended to be a substitute for specific individualized legal advice. We suggest that you discuss your specific situation with a qualified legal advisor.

Creative Planning

In wealth management, creative thinking is both an art and a science. Use this video to see how IdealLife uses creative ideas to help you visualize potential future outcomes.

The Dress Rehearsal

Host a Dress Rehearsal meeting for key clients in your office. A simple yet powerful idea. This video shows you why

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.