Mr C’s Financial Tip of the Week: Create an Estate Plan

Financial tips street signsTypically I say “tips” are for the wait staff, but this collection of “tips” is the real deal. There’s nothing behind it. You know I have no agenda because I’m not licensed to sell anything. I’m a Consumer Advocate who is trying to help You make smart decisions. That is what I do. Once a week I’ll be putting out a financial or credit tip to help you out! You can view my full list of Financial Tips here

So without further ado, here’s my tip of the week:

Create an Estate Plan.

Over 50% of people in the U.S. over the age of 55 do not even have a Will, much less an Estate plan. The numbers are even worse when compared to “all adults”. DO NOT be one of those people. It’s not too expensive to generate a complete Estate plan, which includes a Will, Guardianship provision, Advanced Healthcare Directive and family Trust. Do it. If you’re an adult, you need it, this isn’t optional. If you have kids or own a home, you need this done yesterday!

If you’re looking for more tips or financial advice you’ll want to check out my show Talking Money with Mr. C, airing Sunday’s from 1-3 PM on KFMB 760 AM. You can find a podcast page full of our past shows here. Check us out this Sunday for all the latest and greatest information on the state of the financial marketplace.



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