With the rise of medical technology, it shouldn’t surprise you that people are living longer and need to plan on having more money stashed away to cover their retirement. To properly ensure that you are prepared for future retirement expenses, it’s important to take into account what your goals for retirement are. It may surprise […]
How To Avoid Probate If you have ever had someone close to you in your family die as an adult, then you probably have heard about or perhaps even experienced the process of probate. Probate is a court process where your will and other documents are examined to determine who is to inherit your property. […]
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. […]
Can Creditors Come After My Living Trust? Ian Filippini and Filippini Wealth Management knows that there can be many questions surrounding estate planning. Estate planning can be a big and complicated process, but it does not have to be. Ian Filippini says that if you have a professional by your side, then the estate planning […]
Two Ways To Avoid Probate Probate is a court process where a judge decides who the deceased person’s property will be distributed to. Of course if there are legal documents, such as a will, the court has to consider those documents, your wishes and the laws surrounding them. Probate can turn out to be a […]
Charitable Remainder Trust A charitable remainder trust is definitely part of the advanced techniques of estate planning. Some people have never even heard of estate planning, let alone something as complex as a charitable remainder trust. If you don’t know, now is a good time to tell you that the whole point of estate planning […]
Why Do You Need An Estate Plan? The Top 5 Reasons Ian Filippini Santa Barbara The Ian Filippini blog explains There are a number of reasons why people prefer to create an estate plan in their early years, the answer lies in future planning. Safeguarding your property assets should always be your first priority and […]