2 matches were found for Estate Planning Our members are presented equally regardless of their alphabetical positioning. For an alphabetized list of these results CLICK HERE.
Global Financial Impact
Mr James Davis
Financial Professional
5687 Silver Creek Valley Rd. Ste #65 Ste #65 San Jose, CA 91367
Global Financial Impact (GFI).
GFI is dedicated to inspiring a new way of living through freedom and ownership, giving families the opportunity to dream again!
What you can expect from GFI:
1. Ownership Opportunity
2. Competitive Personal & Builders Compensation
3. Industry Leading Products & Services
4. Proven Business System
5. Successful Leaders & Mentors to Help & Teach You
6. Empowerment in All Areas of Your Life Including Faith, Family, Finance, Fitness, & Fun!
7. The Most Technologically Advanced Agent Processes in The Industry
Member Proudly Supports: - Boy Scouts of America
- Junior League of Phoenix
- Valley Presbyterian Church
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EVERYONE needs estate planning. We ALL will die and MOST will experience incapacity before that. Candid conversation with your attorney allows for personalized documents that address your particular assets and family dynamics. Choosing who will handle our affairs for our benefit and our family is crucial. Being organized and communicating well prevents fights in the family and fosters smooth transitions. Before a crisis, knowing what you own, how it is titled and if it requires beneficiary designations can prevent unwanted consequences. A lawyer is best suited to walk you through the possible issues that can arise and discuss solutions. As your lawyer, I work with your CPA, insurance providers and financial advisor to make sure the planning is integrated.
We act as a team for YOUR benefit. Preparing your affairs shows your loved ones you care and prevents unnecessary stress for everyone affected.
Ahead Of The Curve Law can help you make better decisions for smoother transitions.
