Video Library

 As your source for education, we are pleased to share with you brief videos on various topics that can help you prepare to create or update your estate plan.  We will share different videos on a rotating basis, so please check back to learn more.  Our staff members are happy to answer questions.  Please contact us if we can be of service. 
 Delia Fernandez - How to choose your trustee/executor and  what they really do
 Delia is a Cerfitied Financial Planner (CFP) and a proud       alumna of CSULB
 Jennifer Sawday - Basic foundational estate planning    documents that every adult needs
 Jennifer is an attorney and friend of CSULB.
 Scott Donnelly - Involving the family in charitable giving
 Scott is a CPA and a proud alumnus of CSULB
 Paige Fingerhut-Charnick - Tips for real estate in your estate  plan
 Paige is a realtor in Long Beach and a friend of CSULB.