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How to Name Your IRA Beneficiaries
Make sure you correctly name the beneficiaries of your IRA so your estate plan will work and your trust ...
Why You Need a Financial Advisor for Estate Planning
Financial advisors are very valuable to help you invest and manage your money and retirement plans. But financial ...
Recapture the Stretch-Out IRA with a CRT as Beneficiary of Your IRA
With the advent of the SECURE Act, leaving your IRA to your children is not as great as it used to be.
What Does a California Estate Plan Cost?
What is an estate plan? It could be a few handwritten pages stating who gets your assets when you die. It ...
California Property Tax
If you are a California homeowner, you've probably heard about Proposition 13. In 1978, California voters ...
Estate Planning for Busy People
We get it. Thinking about finally doing your estate planning sounds like a big hassle.
Take Charge of Your Estate Planning
You've worked hard for decades to make a good life for you and your family. You should be in no mood to see your ...
California Transfer on Death Deed
If you are one of those people who are looking for a deal, you may be enticed by California's Transfer on Death Deed ...
Beware of the Bypass Trust in Your Living Trust
A bypass trust or A/B trust was a staple provision in living trusts before the estate tax laws changed in 2011. Now, ...