Ask Ian Filippini: The Nitty Gritty of Estate Planning

The Nitty Gritty of Estate Planning

If you know anything about estate planning, or if you have looked into creating your own estate plan, then you know that there is a lot to it. Estate planning can have a lot of details and a lot of parts that you may have been previously unfamiliar with. It is always a better idea to discuss estate planning with a professional who knows what they are talking about and that knows all of the current laws and things relating to estate planning. Ian Filippini is a professional when it comes to estate planning and financial planning and advising. Ian Filippini and Filippini Wealth Management know that not everyone knows the nitty gritty details when it comes to estate planning. In this article Ian Filippini and Filippini Wealth Management will briefly talk about some of the details to estate planning that not everyone thinks of.

Ian Filippini and Filippini Wealth Management say that it is important that everyone understand estate taxes and what they are. Estate taxes can vary by state and can change from year to year. Ian Filippini says to speak to a local estate planning specialist to figure out the estate tax laws that will pertain to you.

Ian Filippini and Filippini Wealth Management also reminds you to think about the cost of funeral expenses, and to consider this during the estate planning process. Ian Filippini knows that death is a hard time for family members and close friends, and that you would not want anyone worrying about how to pay for your funeral. Ian Filippini says to talk to your estate planner to determine the best way to ensure that you have money saved somewhere to pay for your funeral expenses.

Ian Filippini and Filippini Wealth Management has found that another estate planning element that people may forget about is writing out what they would like their final arrangements to be.

Ian Filippini is a Santa Barbara local and the current president of Montecito’s Filippini Wealth Management is located just outside of the Santa Barbara city limits in the town of Montecito, California. Filippini Wealth Management was created by the late Alfred Filippini (Ian Filippini’s father). Ian Filippini’s brother (Alex Filippini) and mother (Deborah Filippini) are both alive and well living in Santa Barbara as well.

Ian Filippini is not an attorney and is not licensed to practice law. Filippini Wealth Management is not licensed to practice law and is not a law firm. This article is not intended and should not be used for legal advice. Contact a licensed attorney for legal advice.