How To Make An Estate Plan
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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.