Ian Filippini has authored a piece explaining how to see if estate planning is right for you. By Ian Filippini

1. Is Estate Planning For Me?
Estate planning can seem like a complicated and daunting process. It is true that there are many
facets and lots of information to know about estate planning. It is not necessarily a simple process. This
article will give some information that can help determine if you should consider creating an estate plan.
You should always consult a financial professional when making important financial decisions, such as
creating an estate plan. Ian Filippini is a respected and experienced financial professional. In this article
Ian Filippini will briefly discuss information that can help you decide if estate planning is a step you need
to take for your financial future and the financial future of your loved ones.
Ian Filippini first wants you to understand what estate planning is for. According to Ian Filippini,
estate planning is a way to plan for the distribution of your assets after you have died. Ian Filippini
asserts that after you and your financial consultant have decided how much you are worth, (this includes
anything you own, plus any debts including taxes you may owe), then you can move on to determine who
you would like your property distributed to.
Ian Filippini reminds you that, of course, estate planning is a smart idea if you have an estate that
is valued at a large amount. Ian Filippini also wants you to know that there are other important reasons
that you may want to create an estate plan.
If you have any children with special needs, Ian Filippini suggests creating an estate plan to be
sure that they will be cared for as you would like after you are gone.
Ian Filippini suggests creating an estate plan also if you are a business owner or to avoid probate.
These are a few reasons Ian Filippini gives for creating an estate plan.
Ian Filippini, the current president of Filippini Financial Group, Inc., has written a number of articles
relating to real estate, insurance, tax, asset protection, financial advice, 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. is located in the Santa Barbara area. Filippini Financial Group, Inc. was also
created and founded by Ian Filippini’s late father Alfred Filippini. Ian Filippini with his mother, Deborah
Filippini, and brother, Alex Filippini (younger than Ian Filippini), moved to the Montecito and Santa
Barbara area.
This article is not to be considered legal advice. Ian Filippini is not an attorney. Filippini Financial Group,
Inc. is not a law firm. No advice is given or intended by Ian Filippini.