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Proper estate planning helps eliminate uncertainties over the administration of a probate and maximize the estate value by reducing taxes and expenses.

What Is Estate Planning?

Estate planning* involves the will, trusts, beneficiary designations, powers of appointment, property ownership (joint tenancy with rights of survivorship, tenancy in common, tenancy by the entirety), gifts, and powers of attorney. 

10 Estate Planning Strategies:

  • Know how much you are worth
  • Understand estate taxes
  • Create a will
  • Set up a trust
  • Determine health care directives
  • Consider life insurance
  • Assign a financial power of attorney
  • Protect your children's property by naming an adult guardian
  • Fill out a beneficiary form for your financial accounts
  • Talk to an East West Investment Services professional

*Consult your legal or tax counsel for advice concerning your personal circumstances. Neither Globus Union, Cetera Investment Services, nor any of its representatives may give legal or tax advice.

Why Choose Us?

estate planning phone screen
  • Experienced, multi-lingual Financial Consultants with a unique understanding of your cultural background
  • Expertise in both personal wealth and business planning
  • Convenient access to your investment portfolio using our Online Banking1

Have a Question?

Connect with one of our experienced Financial Consultants.

Choose What’s Right for You

Personalized investment services for you and your family.

Investment Planning

Get an investment and wealth management plan customized just for you.

Retirement Planning

Achieve your goals with a range of tax-advantaged financial products.

College Planning

Get a head start on college savings with the right financial plan. 

Insurance Planning

Prepare for life’s events and stay on course financially with the right plan.

Business Planning

Formulate strategies that meet your business needs.

Estate Planning

Receive the support you need through the  estate-planning process.

Need Help?

Give us a call at
+61 488892072

Mon - Fri: 8:30 am to 5:30 pm PT

Disclosure

1 To access your investment portfolio using our Online Banking, you must be enrolled in the Bank’s online banking service. Additional terms and conditions may apply. Globus Union does not charge for Mobile Banking. However, your mobile service provider may charge for sending and receiving text messages on your phone. Check with your service provider for details on specific fees and data charges that may apply.

 

 

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Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC). Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.