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FUTURE LEGACY

21631 Stevens Creek Blvd.#C,
Cupertino, CA 95014
(See Map)

Tel:
(408) 446-3337

Fax:
(408) 446-1333

E-mail:
marika@futurelegacy.com
Circle of Financial Health >> Plan >> Family

Family

If you are married, your spouse and children are at the core of your life. Their present and future well-being must be protected should something happen to your health or productive ability. There are hosts of issues we must deal with, among them:

  • Their survival in case of loss of your income (Death, disability, loss of job, etc.)

  • Life insurance, health insurance, other protective measures

  • Educational funds, student loans

  • Beneficiary issues, business continuation

  • Family Trusts


Of course these questions are also valid in the reverse: What if something happens to your spouse?

Nobody plans to fail, but most people fail to plan. You would be surprised to know how many lawyers die without a will, and how many business people spends long hours on their company's finances but less than a few minutes on their own financial affairs. The lesson is obvious: Plan before planning becomes too late.