Best Kept Secrets: Estate Planning
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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.