Estate Planning – Factors To Consider
Estate planning takes a lot of just that, planning. The basics of estate planning seem pretty simple. You decide what you have, who you want it to go to, and when. You know that there is usually a will involved, and a final medical directive. But what else goes into estate planning. This article will discuss estate planning. All financial planning and decisions should be made with your financial professional. Ian Filippini is a trusted and reliable financial professional. In this article Ian Filippini will briefly discuss some of the factors to consider during the estate planning process. Ian Filippini urges you to bring this information to your meeting when you talk with your own financial professional.
Ian Filippini knows that there are many details that can go into creating an estate plan. Here, Ian Filippini will talk about a few of the aspects of estate planning to consider.
Ian Filippini says that the first step is to gather information about yourself and your estate. Ian Filippini says that you need to figure out key information such as your current income, projected future income, your current and future expenses, what you currently own and what you currently owe. Ian Filippini asserts that without this information, it is difficult to move forward in the estate planning process.
Ian Filippini has another point to bring up about the assets and property that you currently own that you are taking into account in your estate planning: is that property owned only by you, or is there a spouse or co-owners of anything involved.
Lastly, Ian Filippini asserts that you must consider who the beneficiaries of your property would be. Ian Filippini says it is important to consider if you will distribute evenly, or according to need.
Ian Filippini is also the current president of Filippini Wealth Management, Inc. Ian Filippini has been the author of articles relating to real estate, tax, asset protection, financial advice, insurance, and estate planning. Filippini Wealth Management, Inc. and Ian Filippini have spent many years using their unique expertise. Ian Filippini also uses his hands on approach to provide value to hundreds of retirees and pre-retirees in many areas of wealth management.
Filippini Wealth Management, Inc. was originally founded by Ian Filippini’s late father Alfred Filippini. Ian Filippini and Filippini Wealth Management, Inc. are currently on Coast Village Road in Montecito, California. Ian Filippini’s mother, named Deborah Filippini, and brother, named Alex Filippini, moved to the Montecito and Santa Barbara area.
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 Wealth Management, Inc. is not a law firm.