Estate Planning – WWM Financial

Aligning Wealth & Legacy Through Smart Estate Planning

Dec 16, 2025

An Educational Webinar Presented by WWM Financial’s Proactive Wealth Process

A well-crafted estate plan isn’t just about distributing assets—it’s about protecting loved ones, preserving family harmony, and creating a legacy that endures for generations.

Join WWM Financial and guest speaker Gita K. Nassiri, JD, MBT, CPA, managing attorney at Capital Legacy Law, Inc., for an insightful discussion on how to align your financial plan and estate plan to ensure your wealth continues to make a positive impact long after you’re gone.

In this exclusive educational session, you’ll learn:

How estate planning and financial planning work hand-in-hand to protect what matters most
Strategies to maximize 2025 gifting and exemption opportunities before the current limits sunset in 2026
What changes may be coming in 2026 and beyond, and how to prepare now
A year-end estate planning checklist to make sure your plan is up to date

With over three decades of experience as both an attorney and CPA, Gita K. Nassiri brings a uniquely practical and compassionate approach to helping families navigate the complexities of wealth transfer and legacy preservation.

This is more than a webinar—it’s an opportunity to give your loved ones the most meaningful gift of all: clarity, security, and peace of mind.

Recorded 12/4/2025

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Disclosure:

WWM Financial is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190

Protect Your Wealth Before Crisis Hits

May 20, 2025

Most people don’t realize their retirement plans are vulnerable—until it’s too late to fix it.

In this episode of the WWM Podcast, we expose the quiet threats that can unravel even the most carefully crafted retirement plans. Whether it’s an unexpected illness, a sudden divorce, or a market downturn just as you leave the workforce, these moments don’t send a warning. But with strategic planning, what could be financial catastrophe becomes a controlled pivot. Tune in to learn how foresight, not fear, gives you the upper hand.

Don’t wait until the cracks appear. At WWM Financial, we help clients anticipate the unexpected—before it becomes irreversible. If you’re navigating uncertainty or simply want to fortify your financial plan, schedule a consultation today at wwmfinancial.com.

Schedule A FREE Call

Disclosure:

WWM Financial is an SEC Registered Investment Advisor

Estate Planning – What to Expect in 2022

Apr 29, 2022

Click on the image above to view this video.

In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred.

So if you want to prepare your estate for your heirs, understand the new gifting and estate tax exclusions, and ensure your estate does not go into probate so you can have peace of mind, tune in now!