Also serving the communities of De Luz, Rainbow, Camp Pendleton, Pala and Pauma
Also serving the communities of De Luz, Rainbow, Camp Pendleton, Pala and Pauma
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FALLBROOK – Is a son or daughter in the house heading off to college? If the answer is yes, it’s an exciting moment in that child’s life, but, financially, it can also be a paralyzing time if they do not have a principled approach for managing money. Out on their own for the first time, the student has an opportunity to sharpen their financial skills for the future, but they are vulnerable to mistakes. Thankfully, regular chats about money can help get them on the right path. Here are some suggested financial topics to cover...
Estate planning helps descendants handle their family member's legacy and dispense with their final expenses. First, create a will if there isn't one completed yet. A valid will may save heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with the guidance of an estate planning attorney will likely cost a bit more than a "will-in-a-box," but it may prove worth the expense. Complement the will with related documents. Depending on estate pla...