How to Simplify Estate Planning

Estate planning can be an emotional and challenging endeavor. However, here are three tips to make it easier and to help you prepare for the future.

What Is a POD Account?

Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.

What Does the Executor Do?

If the deceased has a will, it usually names a close relative, friend, accountant, attorney or financial institution to act as executor of the will.

Does My State have Inheritance Tax?

If you live in California, you likely know it is one of the highest-taxed states when it comes to income taxes. However, there is some good news for those worried about estate taxes. California is part of the 38 states that don’t impose their own estate tax.