Retirement Planning Update
Although we are still in the midst of winter, spring is on its way. It is important to remember upcoming April deadlines for retirement contributions and required minimum distributions (RMDs), […]
Have You Made New Year’s Resolutions?
A new year is a great time to start fresh and implement positive changes that will enhance our lives. Many of us want to lose weight, spend more time with […]
When Can Estate Assets Be Distributed?
Many estate executors focus on estate taxes and forget about income taxes. That can be an expensive mistake.
Do You Have to Pay Taxes on Inherited IRAs?
Tax rules on individual retirement accounts (IRAs) are different for inherited IRAs. Some differences are positive.
How Do I Give Assets to Minor Grandchildren in My Will?
You have many options to make sure your wishes are followed after you die.
How Do You Pass Down a Vacation Home?
If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.
What Should Not Be Included in a California Trust?
A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries and it can significantly reduce the headaches of probate.
Do You Have to Go through Probate When Someone Dies?
The law requires probate for a good reason. If a person dies, probate ensures that the property goes to the people who are supposed to inherit it.
How Does a Charitable Trust Help with Estate Planning?
In general, the best reason to establish a charitable trust, is if you would like to create a long-standing form of charitable giving.
Is It Better to Inherit Stock or Cash?
If you’re planning to leave your heirs any sort of inheritance, you’re already giving them a valuable financial leg up.