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    Women, Wealth, and Legacy Planning

    Jenne Sevilla, CFP®, CLU®
    • Nov 1, 2019
    • 3 min

    Women, Wealth, and Legacy Planning


    Adding a Personal Backup With a Living Trust

    Jenne Sevilla, CFP®, CLU®
    • Oct 26, 2019
    • 2 min

    Adding a Personal Backup With a Living Trust


    Estate Planning Checklist

    Jenne Sevilla, CFP®, CLU®
    • Sep 30, 2019
    • 4 min

    Estate Planning Checklist


    Naming Beneficiaries: What You Need to Know
    Jenne Sevilla, CFP®, CLU®
    • Sep 19, 2019
    • 2 min

    Naming Beneficiaries: What You Need to Know

    What's the Best Way to Give Money to Children and Grandchildren?
    Jenne Sevilla, CFP®, CLU®
    • Aug 15, 2019
    • 2 min

    What's the Best Way to Give Money to Children and Grandchildren?

    Protect Your Assets With a Trust

    Jenne Sevilla, CFP®, CLU®
    • Jul 7, 2019
    • 5 min

    Protect Your Assets With a Trust


    Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, GA, IN, MO, NJ, NM, NY, NC, SC, SD, TX, UT.