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FUTURE LEGACY

6203 San Ignacio Ave, Suite 110
San Jose, CA 95119
(See Map)

Tel:
669-205-7130

Fax:
669-205-7180

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

Relatives

Your relatives (siblings, cousins, etc) are involved in your finances usually through your common ancestors. There are several issues that are best to address before circumstances force you to face them. Those could be:

  • Will they participate in taking care of your common elders? To what degree?

  • Will they share in your inheritance?

  • Is there an Estate Plan in place that specifies who inherits and what?- or letting it go into costly and time consuming probate?

  • Are they contributing to a Long Term Care policy of your elders?

  • Are they willing to take care of the elders in their home? Will you pay your share of the expenses?

  • Are they included in your will - or you in theirs?

There are endless variations possible; any of them could affect your finances and very possibly, your own retirement. 

Marika will consult with you on these issues and offers to meet your family and relatives to help work out a plan that is fair to everybody and reduces the chances of possible conflicts in the future.



(This is a hypothetical situation, Your case may be different)
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are required to limit access of the following pages to individuals residing in California, Nevada, New York and Michigan, where we are currently registered.

Investment Advisory Services offered through IAR’s of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.

Cambridge and Future Legacy are not affiliated. California Ins. Lic.: OCO4138

While the tax and legal guidance provided is based on our understanding of current laws, the information is not intended as tax or legal advice and should not be relied upon as such. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.



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