We apply our same comprehensive approach to estate planning as in our other personal financial planning areas. Central to the process is understanding our clients’ estate planning goals. Once the client’s goals have been determined, we construct recommendations and illustrations to help meet them. The areas we explore typically include:

• Gift planning to relatives and friends
• Charitable planning
• Estate tax planning
• Succession planning for business owners
• Trusts
• Wills
• Efficient use of life insurance products

We work closely with our clients’ attorney to make certain the plan is drafted and put into place.

BPM Wealth Management, LLC is a CA Registered Investment Advisor. It is not an accounting firm, is not licensed by the California State Board of Accountancy nor does it render legal advice. Securities and insurance services offered through BPM Insurance Services, LLC, member FINRA/SIPC, 600 California Street, Suite 1330, San Francisco, CA 94107 (415)477-8600. CA License #0D28746. Securities also offered through ValMark Securities, Inc. member FINRA/SIPC. 130 Springside Drive, Suite 300, Akron, OH 44333-2431. (800)765-520l. BPM and ValMark are separate entities.