Close
  • Home
  • Our Team
    • Our Partners
    • Who We Are Here For
  • Our Approach
    • Values that Get Right to the Point
    • How We Work Together
  • Our Services
    • The Cayucos Wealth Difference
  • News & Commentary
  • Let’s Connect
  • Client Login
  • Home
  • Our Team
    • Our Partners
    • Who We Are Here For
  • Our Approach
    • Values that Get Right to the Point
    • How We Work Together
  • Our Services
    • The Cayucos Wealth Difference
  • News & Commentary
  • Let’s Connect
  • Client Login
News & Commentary

Estate Planning For Singles

By Cayucos Wealth  Published On April 15, 2024

Planning ahead is important for everyone, but it becomes especially critical for individuals who don’t have nearby family members to step in if help is needed. This article walks through the key documents and decisions that single adults — and even couples without close relatives — should have in place to protect their wishes and their well-being.

It highlights the importance of naming trusted people to handle financial and medical decisions, building backups into your plan, and thinking through details that are easy to overlook, like who will care for pets or how state estate taxes might apply. These are sensitive topics, but addressing them early can prevent confusion and stress later.

If you’ve been putting off this part of planning, this piece is a valuable reminder that you don’t have to tackle it alone. With the right preparation and support, you can put a clear, confident plan in place for the future.

Read the article.
https://www.kiplinger.com/retirement/estate-planning/things-you-should-know-about-estate-planning-for-singles


Using Your 401(k) to Pay off a Mortgage
Previous Article
529s: No Longer the Ho-Hum Investing Device for College
Next Article

Get in touch

Prepare for the winds of change.
Let us help you build a strong financial foundation.

Contact us today!
Cayucos Wealth Logo

Cayucos Wealth is a financial adviser based in the Central Coast of California whose mission is to guide clients in building a strong financial future that withstands the winds of change. For those seeking to navigate the sometimes-choppy waters of the markets, they make it possible for clients to catch the trade winds and live an adventurous retirement.

696 S. Ocean Avenue
Cayucos, CA 93430

(805) 900-5500

  • EMAIL US
Let's Connect

Disclosures  

Cayucos Wealth is an investment adviser located in Cayucos, CA. This website should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the internet. Advisory services offered through Sowell Management, a Registered Investment Advisor.  Additional information about Sowell Management (CRD# 127145/SEC# 801-63991) is available on the SEC’s website at www.adviserinfo.sec.gov or FINRA’s BrokerCheck at https://brokercheck.finra.org/.

Linkedin
Copyright © Cayucos Wealth. All Right Reserved