Why Should I Create An Estate Plan?
In this article Ian Filippini will discuss estate planning. Estate planning can be a very important financial move while you are still living and after you are gone. There are many pieces that can be a part of an estate plan. Estate planning can be complicated, but does not have to be. Estate plans are also not just for people with a lot of money. Estate plans are usually a good idea for most people. Financial decisions such as creating an estate plan should be considered with your financial professional. Ian Filippini is an experienced and knowledgeable financial professional. In this article Ian Filippini will briefly discuss some reasons to consider creating an estate plan.
Ian Filippini wants you to consider some reasons that you may not know of for creating an estate plan with your own financial professional. Ian Filippini knows that not all reasons will apply to everyone, but some will apply to most.
Ian Filippini wants you to know that creating an estate plan can provide financial security for your family. Of course this is a big factor to consider. Ian Filippini says that your financial professional can explain to you how an estate plan can provide financial security for your family.
Ian Filippini says that an estate plan can also help create a fund especially for your children’s or your grandchildren’s education. Ian Filippini thinks this is an important thing to consider when deciding if you need an estate plan.
If you have a charity you would like to leave money or property to, Ian Filippini asserts that an estate plan is the best way to ensure that this happens.
Lastly, Ian Filippini wants you to know that creating an estate plan can cut down on certain taxes at the time of your death.
Ian Filippini, the current president of Filippini Financial Group, Inc., has written a number of articles relating to real estate, insurance, tax, asset protection, financial advice, and estate planning. Filippini Financial Group, Inc. and Ian Filippini have spent many years using their unique expertise and hands on approach to provide value to hundreds of retirees and pre-retirees in many areas of wealth management.
No advice is given or intended by Ian Filippini. This article is not to be considered legal advice. Ian Filippini is not an attorney.
Filippini Financial Group, Inc. is not a law firm. Filippini Financial Group, Inc. originally founded by Ian Filippini’s late father Alfred Filippini. Filippini Financial Group, Inc. is situated on Coast Village Road near Santa Barbara, California. Ian Filippini’s mother, Deborah Filippini, and brother, Alex Filippini (younger than Ian Filippini), moved to the Montecito and Santa Barbara area.