I Wish I Would Have Done This Sooner…

Planning Advise for Carmel Valley Families

 
How many times have you heard the old adage, “if you fail to plan, you plan to fail?” I know that’s something that has been preached to me since I was a little kid. But how many times have you gotten upset with yourself for not doing something you know you should have done in advance? I think we all have done this at one point in our lives. Even this article should have been written days ago…:0)
For many of us in the Carmel Valley San Diego community, estate planning is something that many people put off out of fear of the unknown. Frankly, a lot of people don’t really understand what estate planning is and how it can effect the past, present and future. Knowing this, I contacted a local Estate Planning Attorney by the name of Danielle Barger to give me a simple explanation of what estate planning is and how it can benefit the parties involved. Danielle Barger happens to be a Carmel Valley San Diego community resident and business-owner. She said that estate planning is simply the planning of how your stuff (estate) will be handled should a life-changing event occur. Now often times people assume that this means only when you pass away but that is absolutely not true. Estate planning can help you safe money and allows you to have more control of your estate (your belongings…your stuff). You don’t even have to be a millionaire to plan for your estate or reap the benefits of such planning. If you own anything, that is considered your estate and you must plan to have it properly managed.
Barger Law Group also specializes in:
1. Estate Planning
2. Wills
3. Trusts
4. Powers of Attorney
5. Advance Directives
6. Trust Administration
7. Probate
8. Incorporation
9. Small Business Planning
10. Contract Drafting and Negotiation
Danielle Barger not only works in Carmel Valley, San Diego, she also lives here with her wonderful family. She loves to live in Carmel Valley San Diego because of its family and education focused environment. I encourage all of you to visit Danielle and get to meet one of Carmel Valley’s friendly, compassionate and driven community members!

David A Moya | Founder & Contributor

David A. Moya is a community contributor and influencer for positive change. As a Certified Mortgage Coach, he focuses on education and transparency. During his earlier years, he fed his entrepreneurial spirit and founded a company called Motivus International Inc, which focuses on the development of young individuals who are committed to peak performance. David went on to pay for his BA in Finance through his real estate business and after graduating flew more than 30 flights to over 10 countries in order to master the art of communication and business. At the downward turn of the real estate market, David saw a need to change the industry and began to reach out to his network of professionals to see what could be done.