When Should You Revise Your Estate Plan?   If you have completed your estate plan, you’re already a step ahead of many Americans. In fact, as many as 60% of adults in the United States don’t have a will or living trust in place. And many of the individuals who do decide to create an…

What Are the Differences Between a Will and a Living Trust?   When people start working on their estate plans, they often confuse the terms “will” and “trust”, so we’ll be discussing will and living trust differences below. These actually both play very important and distinct roles in estate planning. The right choice for you…

Kyle Jones & Moneywise: A One-Stop-Shop I’m fortunate to practice in Bakersfield where we have a host of local, independent resources available to assist my clients.  One such resource is Moneywise Wealth Management, with whom I have a long-standing professional relationship. Their financial advisory team consists of David Anderson, Sherod Waite, Garro Ellis, Kris Pelster…

Estate Planning Mistakes to Avoid  Are you among the 60 percent of Americans without an estate plan? Many believe that estate planning is for the wealthy, but this is just a common myth. The truth is, anyone with a child, home, money in the bank, or any other type of property should have at least…

The Basics of Estate Planning   Do you have an estate plan? If you’re like 60% of U.S. adults, chances are you haven’t gotten around to it yet. Maybe you think you don’t need one or you think that you’re too young to worry about it—but the truth is, everyone needs at least a basic…

Estate Planning for Young Families Young families often don’t think about estate planning until it’s too late. You might believe you have plenty of time to put your affairs in order, but the truth is that every young family should prepare for the unexpected. A good estate plan will ensure your family is financially secure…

6 Reasons Why You Need a Living Trust   A living trust is an important tool that shouldn’t be overlooked in the estate planning process. It is a written legal document that is created by someone during their lifetime. This enforceable document is used to spell out their wishes regarding any property, financial assets, and…

Understand the difference between Wills and Trusts. Don’t wait to figure these things out as it’s never too early to start planning for your loved ones. Contact me today for more information on wills and trusts; The Law Offices of Kyle Jones are always here to help.     Subscribe to my youtube channel for more…

Start the New Year by Planning Ahead The arrival of a new year seems to bring out the reflective side of people.  How did I do last year and what can I do in the next year to do even better?  Often as we look to a new year we are worried about finances as…

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