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Gift Planning

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 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
Scott Magee Scott Magee - How to give to charity from easiest to most complicated
Scott is an attorney at Magee & Adler, a proud alumnus of CSULB and a sponsor of CSULB.
Jennifer Sawday Jennifer Sawday - Basic foundational estate planning documents that every adult needs
Jennifer is an attorney and friend of CSULB.
Scott Donnelly Scott Donnelly - Involving the family in charitable giving
Scott is a CPA and a proud alumnus of CSULB
Paige Fingerhut Paige Fingerhut-Charnick - Tips for real estate in your estate plan
Paige is a realtor in Long Beach and a friend of CSULB.