Ian Filippini

Ian Filippini

Ian Filippini

Estate Planning – Getting Your Ducks In A Row

Death. It is not a pleasant subject, but the truth is that we are all going to die one day. We are all going to die one day and then our assets and property will have to go somewhere. Ian Filippini explains how estate planning is about making sure your assets and property go to whom you want when you die, with the least amount of taxes or penalties being taken away. As with all financial processes, you should speak with your own financial consultant. Ian Filippini is a reliable and knowledgeable financial consultant. In this article Ian Filippini will briefly discuss some of the basic tenets of estate planning.

Ian Filippini thinks it is important for you to think about who would get all of your accounts if you suddenly died right now. Ian Filippini reminds you that not only are there your bank accounts, but any retirement accounts or insurance policies you may have. Ian Filippini says to make sure you have beneficiaries on all of your accounts and to double check that they are the ones you want to be on there!

Ian Filippini asserts that another important part to estate planning is creating a will or a living trust. Ian Filippini says that this is another way to ensure that your property will go to whom you want it to when you are gone. Ian Filippini asserts that a living trust is also a good way to avoid certain taxes and other fees upon your death. Ian Filippini says that it can be a good way to maximize your worth before and after you are gone.

Ian Filippini also reminds you that being organized by creating an estate plan is one of the best things you can do for you and your family.

Ian Filippini is still the current president of Filippini Financial Group, Inc. Ian Filippini has found time to write a number of articles relating to real estate, , financial advice, insurance, tax, asset protection 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.

Filippini Financial Group, Inc. was originally created by Ian Filippini’s late father Alfred Filippini. Filippini Financial Group, Inc. is to be found on Coast Village Road in Montecito, California. Ian Filippini’s mother, Debbie Filippini, and brother, Alexandro Filippini, moved to the Montecito and Santa Barbara area.

No advice is given by Ian Filippini or intended. This article is not to be considered legal advice. Ian Filippini is not an attorney. Filippini Financial Group, Inc. is not a law firm.