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Axis Capital Management
Blog
Services
Financial Planning
Cashflow Management
Portfolio Management
Retirement Plans
About
Media
Set A Meeting
Social
LinkedIn
Facebook
Instagram
Guest Posts
get started
Blog
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Investing, Regulations, Family Finances, Estate Planning Chris Randall 9/14/24 Investing, Regulations, Family Finances, Estate Planning Chris Randall 9/14/24

Why You Need An Estate Plan

Without an estate plan in place, your assets will have to go through probate court. California has one of the highest probate fees in the country.

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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Axis Capital Management, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Axis Capital Management, LLC an Investment Advisor in the State of CA. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of CA or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.