Managing Your Financial Future with Lucia Capital Group
Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your financial life. Securities offered through LPL Financial, member FINRA/SIPC.
Managing Your Financial Future with Lucia Capital Group
5 Things You Didn't Know About Estate Planning
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Estate planning tends to get treated like something you only worry about after you're gone. But the truth is that some of the most important parts of an estate plan are the documents and decisions that matter while you're still alive.
Think about this: Would your family be able to act on your behalf if you became incapacitated? Do you know which of your assets would actually follow your will and which would pass by beneficiary designation or title instead? Could probate delay things, make your affairs public, or create unnecessary costs? And if you have a trust, have you actually funded it so it can do the job it was created to do?
Learn all about the top 5 things you didn't know about estate planning with podcast host Johnny Dean and Rick “The Professor” Plum, CFP® on this week’s episode of Managing Your Financial Future!