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 East West Bank, Cetera Investment Services, nor any of its representatives may give legal or tax advice.

Why Choose Us?

 

  • Experienced, multi-lingual Financial Consultants with a unique understanding of your cultural background
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  • Expertise in both personal wealth and business planning

     

  • Convenient access to your investment portfolio using our Mobile App1
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Have a Question?

Connect with one of our experienced Financial Consultants.

Need Help?

Give us a call at
888-978-8617

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

Disclosure

1 To access your investment portfolio using our Mobile App, you must be enrolled in the Bank’s mobile or online banking service. Additional terms and conditions may apply. East West Bank 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.