Todd and Yesenia Beckmann Home
Todd and Yesenia Beckmann Home
  • Home
  • Get to Know 
    • Meet the Founders
    • Todd Beckmann
    • Yesenia Beckmann
    • Arlene Dimitian
    • Claudia Herrera
    • Emily Joyce
    • Our Partners
  • Start Here 
    • Our Philosophy
    • Latest News
    • Events
  • Services 
    • Invest
    • Plan
  • Work with us 
    • Account Access
    • FAQs
    • Resources

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

New Retirement Contribution Limits for 2026

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

Contact

Office: (858) 880-0356

Fax: (877)875-6124

9191 Towne Centre Dr. Suite 370

San Diego, CA 92122

info@welltraveledwealth.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Well-Traveled Wealth is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide tax or legal advice. Investor Disclosures.

Todd Beckmann CA Insurance License: #0H00122
Yesenia Beckmann CA Insurance License: #0G94654

This website is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.