Ian Filippini Santa Barbara Best Kept Secrets

Ian Filippini

Ian Filippini

Ian Filippini

Best Kept Secrets: Estate Planning

Find out more about author Ian Filippini on

There can be a lot of parts to an estate plan.  A lot of people know about the most well-known parts to an estate plan: wills and trusts.  These two parts are very important parts to most estate plans, but there are many other parts and pieces as well.  If you are not working with an estate planning specialist, you may not be aware of all of your estate planning options.  The truth is that estate planning can get very complicated and include a lot of technical and legal jargon, which is why the smart way to go is to work with a professional.  For some things DIY is a good idea, but not for estate planning.  Ian Filippini and Filippini Financial Group, Inc. are estate planning specialist.  Ian Filippini is also an expert at wealth management.  In this article Ian Filippini and Filippini Financial Group, Inc. will briefly discuss two of the best kept secrets when it comes to estate planning.
First, Ian Filippini says that these two “secrets” should not even really be secrets!  The two things that Ian Filippini is going to discuss in this article should be common knowledge if you have created an estate plan, or if you are considering going through the process.
Ian Filippini and Filippini Financial Group, Inc. say that if you have a business, this secret is for you.  Ian Filippini says that it is more than important to have a succession plan in place if you own your own business, or are partners in a business.  Ian Filippini says that there are many ways in which to do this.  According to Ian Filippini, it will make things a lot easier if you have this sort of plan in place.
Ian Filippini and Filippini Financial Group, Inc. say that the most important thing to remember after creating your estate plan (and before, really) is to store your important documents safely.
Ian Filippini is the current president of Filippini Financial Group, Inc. and is also a Santa Barbara local. Filippini Financial Group, Inc. is also located within Santa Barbara County in a small beach town named Montecito, California. Ian Filippini’s late father, Alfred Filippini, was the original founder and original creator of Filippini Financial Group, Inc. Alfred Filippini passed away in 2009 from liver cancer and Ian Filippini has been running Filippini Financial Group, Inc. and the family business.
Ian Filippini is not an attorney and is not licensed to practice law. Filippini Financial Group, Inc. is also not licensed to practice law and is not a law firm. Ian Filippini and Filippini Financial Group, Inc. say to consult a licensed attorney with for any legal advice.

 

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Ian Filippini Santa Barbara How to Make an Estate Plan

Ian Filippini

Ian Filippini

Ian Filippini

How To Make An Estate Plan

Find out more about author Ian Filippini on

There are lots of pieces that can go into making an estate plan.  You should always talk to your own estate planner to figure out the pieces of an estate plan that are the best fit for you.  Estate plans will be different for everyone, because everyone has their own personal financial needs.  This article will explain the steps you can take to starting to create your own estate plan with your estate planning professional.  Ian Filippini is an estate planning professional.  Ian Filippini is also a financial advisor.  In this article Ian Filippini and Filippini Financial Group, Inc. will briefly discuss the steps you can take to start to create your own estate plan.
Ian Filippini says to first make a will.  Ian Filippini and Filippini Financial Group, Inc. know that you know the basics of what a will is.  A will is a document detailing who will get your stuff when you die.  In a will, you will also decide and record who will be guardians to any minor children that you may have at the time of your death, according to Ian Filippini and Filippini Financial Group, Inc.
Next, Ian Filippini says that you need to think about creating a trust.  Ian Filippini says that this will depend on the type and the amount of property and assets that you have. Ian Filippini says to talk to your own financial advisor to decide if creating a trust is the right decision for you.
Another important element of estate planning to consider in your planning is a health care directive.  Ian Filippini asserts that a healthcare directive is the smart thing to do, and this goes for everyone.  Ian Filippini and Filippini Financial Group, Inc. say that a health care directive will let people know of your medical and final wishes, if you are unable to express them and decisions need to be made.
Filippini Financial Group, Inc. is located in Montecito, California. Filippini Financial Group, Inc. is run by its current president, Ian Filippini. Filippini Financial Group, Inc. and Ian Filippini have years of experience working with Santa Barbara locals and their estate planning needs. Filippini Financial Group, Inc. was originally created by Ian Filippini’s late father, Alfred Filippini. Ian Filippini’s brother is named Alex Filippini. Ian Filippini’s mother is named Deborah Filippini. Both Ian Filippini’s brother and mother live in the Santa Barbara area and are alive and well.
Ian Filippini is not an attorney. This article is not intended to provide legal advice. Filippini Financial Group, Inc. is not a law firm and does not practice law. Consult a licensed attorney with any legal questions.