Valentine’s Day is the day to show someone you love them.
It’s also the perfect day for starting a meaningful conversation about your future and that of your loved ones.
We don’t expect you to love the idea of estate planning. It’s not exactly romantic, but it will ensure that your loved ones are taken care of after you’re gone.
As the day approaches and cards, roses, and chocolates line the store shelves—consider investing in something that will last a lifetime.
Are you wondering, “What is estate planning, exactly?” If you want to know how it benefits you and how to get Valentine’s deal that’s sure to satisfy your sweet tooth, read on to learn more.
Estate planning is arranging your financial affairs to ensure they are distributed according to your wishes if you die or become disabled.
It’s not just for the wealthy—everyone should have an estate plan, regardless of how much money they do or don’t have.
Do you have savings accounts, retirement accounts, insurance policies, or other assets? Then you have an estate. And when you pass, you want to ensure your estate goes to the right people and that any problems are resolved without complication or conflict.
Estate planning can benefit you by:
Estate planning is a final act of love for your surviving loved ones, aiding their grief process and protecting their future.
Estate planning is unique to your family and financial dynamic. A complete estate plan can be as broad or specific as you like and include several types of estate planning documents.
Here are four.
The key to good estate planning is doing what makes sense for your family in the long run.
Estate planning is about life. It’s about doing what we can today to ensure ourselves and the people we love have a better tomorrow.
Keep these six tips in mind when planning your future:
You love the people in your life, and they love you. Why not make it official this Valentine’s Day with a valid estate plan that protects them no matter what.
There’s no time like the present to start the conversation about your estate plans and ensure they’re up-to-date. How about over a dinner for two?
For all new clients creating or updating an estate plan with our team, we’ll throw in a complimentary Valentine’s dinner date on us.
Reach out to our California estate planning team today to get started!