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…

Kyle Jones & Moneywise: A One-Stop Shop I’m fortunate to practice in Bakersfield where we have a host of local resources available to assist my clients.  One such resource is Moneywise Wealth Management, with whom I have a professional relationship. Additionally, I have the ability to tap into their expertise for a variety of matters….

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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