--- title: Harvest Wealth Group Blog | Estate Planning description: Estate Planning | Explore financial tips and resources from the Harvest Wealth Group team. --- ** [![Logo-Harvest-1](https://www.harvestwealthgroup.com/hs-fs/hubfs/Logo-Harvest-1.png?width=300&height=96&name=Logo-Harvest-1.png "Logo-Harvest-1")](https://harvestwealthgroup.com/) ## Harvest Wealth Group Blog ### FEATURED RESOURCE ## 10 Things a Smart Investor Should Consider in an Economic Downturn [Download the Guide](https://www.harvestwealthgroup.com/10-things-ebook) Browse by topic All Topics Retirement Planning Personal Finance Estate Planning Investing Insurance Tax Planning Risk Management Subscribe to our blog - #### [![Lady relaxing on yacht while looking over the ocean.](https://www.harvestwealthgroup.com/hubfs/Blog%20Estate%20Strategies%20of%20the%20Rich%20and%20Famous.png) Estate Planning Estate Strategies of the Rich and Famous](https://www.harvestwealthgroup.com/blog/estate-strategies-of-the-rich-and-famous) - #### [![Last will and testament paper with pair of sunglasses on top.](https://www.harvestwealthgroup.com/hubfs/Blog%20Estate%20Management%20Checklist.png) Estate Planning Estate Managment Checklist: 9 Considerations](https://www.harvestwealthgroup.com/blog/estate-management-checklist) - #### [![Couple looking through boxed vegetables in kitchen.](https://www.harvestwealthgroup.com/hubfs/Blog%20Insurance%20Needs%20Assessment%20For%20Empty%20Nesters%20and%20Retirees%20(1).png) Estate Planning Insurance Needs Assessment: For Empty Nesters and Retirees](https://www.harvestwealthgroup.com/blog/insurance-needs-assessment-for-empty-nesters-and-retirees) - #### [![Calculating tax return.](https://www.harvestwealthgroup.com/hubfs/Blog%20Filing%20Final%20Tax%20Returns%20for%20the%20Deceased.png) Estate Planning Filing Final Tax Returns for the Deceased](https://www.harvestwealthgroup.com/blog/filing-final-tax-returns-for-the-deceased) - #### [![Choosing a Will or Living Trust: Which Is Right For You?](https://www.harvestwealthgroup.com/hubfs/GettyImages-77931434%20(1)%20(1).jpg) Estate Planning Choosing a Will or Living Trust: Which Is Right For You?](https://www.harvestwealthgroup.com/blog/choosing-a-will-or-living-trust-which-is-right-for-you) - #### [![senior-couple-signing-an-estate-planning-checklist](https://www.harvestwealthgroup.com/hubfs/GettyImages-1132291559%20(1).jpg) Estate Planning Estate Planning Checklist: 5 Must-Have Items](https://www.harvestwealthgroup.com/blog/estate-planning-checklist-5-must-have-items) - #### [![4 Estate Planning Strategies for Families](https://www.harvestwealthgroup.com/hubfs/Blog%20Photos/4%20Estate%20Planning%20Strategies%20for%20Families.jpg) Estate Planning 4 Estate Planning Strategies for Families](https://www.harvestwealthgroup.com/blog/estate-planning-strategies) current_page_num+2: 3 - disabled ## Get empowered to do what matters most. Interested in learning more about how Harvest Wealth Group can help you? [Contact Our Team](https://www.harvestwealthgroup.com/contact) ## Subscribe to Blog Updates [** ](https://www.facebook.com/Harvest-Wealth-Group-2054081247985571/) [** ](https://twitter.com/HarvestWG) [** ](https://www.linkedin.com/company/harvestwg/) [![SmartBug_Logo_Final_White_Large](https://cdn2.hubspot.net/hub/142915/hubfs/_v4/banner/SmartBug_Logo_Final_White_Large.png?width=2475&height=450&name=SmartBug_Logo_Final_White_Large.png "SmartBug_Logo_Final_White_Large")](https://harvestwealthgroup.com/) [Sign Up](https://www.harvestwealthgroup.com/blog/tag/estate-planning#)[Get Support](https://www.harvestwealthgroup.com/blog/tag/estate-planning#) © 2026 Brand Name  [Terms and Conditions](https://www.harvestwealthgroup.com/blog/tag/estate-planning#) [Privacy Policy](https://www.harvestwealthgroup.com/blog/tag/estate-planning#) ### Location Our office is conveniently located in the heart of Exeter, CA. You'll find us on the corner of Maple and E. ### Address **Harvest Wealth Group** 160 S E Street, Exeter, CA 93221 **Phone**: (559) 592-3200 **Email**: [Diana@harvestwealthgroup.com ](mailto:Diana@harvestwealthgroup.com) ### Join the conversation Get important news and tips from us online! - [**  Twitter](https://twitter.com/HarvestWG) - [**  LinkedIn](https://www.linkedin.com/company/harvestwg/) - [**    Facebook](https://www.facebook.com/Harvest-Wealth-Group-2054081247985571/) - [**  News](https://visitor.r20.constantcontact.com/d.jsp?llr=x9kszemab&p=oi&m=1112557562711&sit=jv54wjuhb&f=adb7dcfb-b54c-41a0-b336-c3d13a0ebb96)