Category Archives: Estate Planning

Recent Graduates / Early Career Typically in your 20’s Cash Flow:  Allocate at least 20% of your gross income to long-term savings and / or paying off debt.  Now is the time to get money invested so it can compound. Start identifying spending habits and patterns by creating a budget or trying out the WholeWallet30. Tax Planning:  For many during this stage, it makes sense to save to a Roth versus pre-tax retirement vehicle since starting salaries tend to be lower than inRead More

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Dear Linda, My father was recently diagnosed with a serious progressive illness. After the initial shock, my siblings and I feel this is a good time to make sure his finances are in order, particularly with regards to estate planning. What do you recommend? Dear Reader, Have your father meet with an estate planning attorney licensed in his state. This type of lawyer specializes in making sure a client’s wishes, with regards to one’s finances, are met in the eventRead More

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A client shared this interesting article & video recently.  It is the story of a man whose mother passed away.  Subsequently, he spent 20 hours trying to locate her various online accounts to appropriately shut them down or to gain access to her online assets, such as airline miles. Many of us have a plan for our traditional assets in the event of our passing.  What about digital assets? We tend to disregard or forget about these.  Examples of digital assets include emails, texts,Read More

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Ms. Fletcher is the Founder and Principal Attorney at Fletcher Law in San Diego. She serves clients throughout California in the area of Estate Planning. I recently had Kylie answer some frequently asked questions. Linda Rogers: What is the biggest mistake that families with young children make with regards to their Estate Planning? Kylie Fletcher: Often, young parents avoid estate planning because they believe that they are young and healthy and need not be concerned yet. Sometimes, they feel theyRead More

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