Month: January 2023

Beneficiaries in California and throughout the country will want to update themselves on new rules that apply to assets acquired as inheritance through retirement benefits. Such benefits include Individual Retirement Accounts (IRAs), as well as programs, such as...

Many high-net-worth Californians wait until later in life to make an estate plan. Since it is impossible to know for certain when an individual life will end, waiting to prepare estate planning documents could be a significant mistake. Dying without a last will and...

Planning for the future is an important step for adults of all ages and income levels, but it is also important for both single and married individuals. You may assume that estate planning is most beneficial for married adults, but this is not necessarily the case....