What happens if I forget to put an asset in my trust?
What happens if you die without putting your assets in the name of your trust? TLDR: usually probate court.
What are the dates and deadlines when someone dies?
What are the deadlines when someone dies? Here’s a summary.
Secure 2.0 Act — Retirement Updates
The Secure 2.0 Act has made a few significant changes that could impact your retirement plan beneficiaries.
Guest Post: Navigating School Choices - A Guide to School Funding
Paying for schools can be intimidating, and financial advisor Kaytlin Hall provides this concise summary to help guide you through these choices.
When should I create an estate plan in California?
There is no time by which you must have created an estate plan, but there are several factors that usually lead someone to create one.
2023 Estate Tax, Gift Tax, and Avoiding Probate
2023 brings us updates to the federal gift tax exclusion and the federal estate tax exemption! California still doesn’t have either.
If I have a terminal illness, does California allow death with dignity, commonly called physician assisted suicide?
Does California have a death with dignity or physician assisted suicide law? Yes.