Estate Planning

Wills, power of attorney, health care directives and trust documents can all be part of a person or couple’s estate plan, and we find that these documents are often neglected.

Mosher & Ellis helps orient clients to estate planning concerns and will either work with a client’s existing attorney or refer clients to established professionals when that resource is absent. In the event of death, Mosher & Ellis can assist our clients with efficiently and effectively transferring assets as directed.

Financial Planning and Investment Management for Professionals
"Creating Prosperity by Design"

Contact Us

Mosher Financial Advisors
3658 Mt. Diablo Blvd
Suite 210
Lafayette, CA 94549
Phone: (925) 284-9470
Fax: (925) 284-9492