Wiggins and Ebert, APC

Wiggins and Ebert, APC At Wiggins & Ebert, APC we are a boutique estate planning firm focused on personalized service and successful strategies for our clients.

Estate Planning, Probate, Wills & Trust

03/17/2020

Hello everyone,

Obviously, I'm very aware of the Coronavirus situation and the fear it is generating in our communities. I also know that many of your are now home with children as a result of schools and offices being temporarily shut down.

With the above in mind, I thought that perhaps now would be a good time to forward along my essential estate planning template again for anyone who may have missed it previously.

https://www.wigginsandebert.com/single-post/2020/03/17/Corona-Virus-and-a-Freebie

When you think you know about a 529 plan, you learn that you might not have even considered the possibilities of it last...
11/27/2018

When you think you know about a 529 plan, you learn that you might not have even considered the possibilities of it lasting.... Forever!? Check out the blog titled " Can Your 529 Plan Last Forever"

https://www.wigginsandebert.com/news-and-resources

When you think you know about a 529, you learn that you might not have even considered the possibilities....like the idea of your 529 lasting forever. Readers a...

Many people win the lottery only to lose it all within a few years If you find yourself in the lucky position of winning...
11/27/2018

Many people win the lottery only to lose it all within a few years
If you find yourself in the lucky position of winning the megamillions maybe consider consulting with a financial planner

https://www.wigginsandebert.com/news-and-resources

This one is key: Remember to check your property tax bill to be sure it references YOUR TRUST ( rather than your NAME or...
11/27/2018

This one is key: Remember to check your property tax bill to be sure it references YOUR TRUST ( rather than your NAME or NAMES ALONE ) as the owner of the property. Also double check to ensure your Trust is properly funded
As always please reach out with any questions 619 239 2252

https://www.wigginsandebert.com/news-and-resources

08/26/2018
My take on this, it's simple, if you can,  make sure to live life to the fullest, be grateful, be thankful, be kind, lau...
08/03/2018

My take on this, it's simple, if you can, make sure to live life to the fullest, be grateful, be thankful, be kind, laugh, love and live

When you want something very strongly, and focus on it, things start happening. There is no magic here, just plain menta...
08/03/2018

When you want something very strongly, and focus on it, things start happening. There is no magic here, just plain mental and emotional laws at work.
Successful people use these laws, albeit unknowingly.
Most people use the same laws, but in a negative manner, creating things they don’t want.

Will you have enough to retire? The retirement calculator is fun to play around with, but in all seriousness people real...
08/03/2018

Will you have enough to retire? The retirement calculator is fun to play around with, but in all seriousness people really contemplating this transition would be far smarter to talk with a financial adviser about the many factors that come into play when making such a big decision.

https://www.wigginsandebert.com/news-and-resources

We make it easy to protect your loved ones when the time comesClick on the link below to download or fill out securely o...
08/03/2018

We make it easy to protect your loved ones when the time comes
Click on the link below to download or fill out securely online our Estate Planning Questionnaire:

https://www.wigginsandebert.com

Experienced boutique law office providing cost effective legal planning and focusing on personalized service.

Address

San Diego, CA
92101

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