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PrintMind Your Own Business
August, 2020 - Issue #191
 courtesy of shutterstock |
3 Talking Points to Help a Reluctant Spouse Come Around to Estate Planning
Before starting, recognize that the subject of death can create a lot of uncomfortable feelings. Then try these talking points intended to address common objections.
"Why do I need an estate plan now?" Estate planning is assets, as well as making important medical and financial decisions - and making your desires and wishes known.
"As my spouse, you inherit everything and make decisions for me anyway." Although the spouse is favored in California Probate law, that's not always the case. The spouse may need to share the estate with children or living parents and does not automatically get access to medical information or decision-making.
If all else fails, remind your spouse you already have an estate plan - the default plan created by the State of California called "probate." The process of probate is long, expensive and stressful. The good news is you can opt out by creating your own estate plan instead.
Attorney Michael Yeager 471-2177
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"There's enough to worry about without wondering if you're covered after something has already happened. That's why, at State Farm, we do EVERYTHING WE CAN to hold your hand through the process of protecting what matters most - so you can feel safe and confident no matter what. We're here to be your partner in peace of mind, and to take away your worries in every way we can."
Wendy Collins State Farm 296-2068
Celebrate with Valencia Acura as your local Friendship Dealership once again accepts the prestigious Acura Precision Team distinction - for the 14th time! - an exclusive honor for select dealerships that deliver an outstanding client experience while achieving operational excellence. Valencia Acura was one of only 85 dealerships nationwide to earn this exclusive honor for 2019.
Dealerships recognized for the Acura Precision Team honor deliver exceptional results across their business operations, as measured against performance criteria in the areas of client treatment, sales performance, service performance, facility and finance. Despite all the challenges 2020 has experienced, Santa Clarita's Friendship Dealership remains committed to providing the best sales and service experience to customers. In fact, it's not unusual to discover loyal return customers - some who have purchased 10 or more vehicles from the showroom floor. And with summer in full swing, now is the perfect time to hurry to the Acura Summer of Performance Event for some of the most exciting offers of the year!
Valencia Acura 255-3000
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