How Healthy Are Your Finances Series- Part 8 Brittney Castro, CA Insurance License #0F33895 Insurance is used as one way to protect ourselves, our loved ones and the things we own against unexpected events that happen in life. As you work on building your financial foundation and getting your finances in shape, your insurance coverage [...]
A revocable trust can protect families in multiple ways, one of the which is safeguarding assetsof minor children. California law provides that children are able to inherit when they become 18 years old. This means that if you pass away, your children will be entitled to their entire inheritance at 18 years old, even though [...]
There are five estate planning documents you may need, regardless of your age, health, or wealth: Durable power of attorney Advanced medical directives Will Letter of instruction Living trust The last document, a living trust, isn’t always necessary, but it’s included here because it’s a vital component of many estate plans. Durable power of attorney [...]
If you’re like most people, it’s not that you don’t appreciate the value of life insurance. In fact, many people believe they need more coverage. You probably wouldn’t mind owning additional life insurance. It’s just that you don’t want to buy it.Thinking about buying life insurance, talking about buying life insurance, discussing the reasons for [...]
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