The Secure 2.0 Act has made a few significant changes that could impact your retirement plan beneficiaries.

Paying for schools can be intimidating, and financial advisor Kaytlin Hall provides this concise summary to help guide you through these choices.

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 brings us updates to the federal gift tax exclusion and the federal estate tax exemption! California still doesn’t have either.

Does California have a death with dignity or physician assisted suicide law? Yes.