In California, living through a day without internet access is something like being asked to ditch your car in favor of a horse and buggy. Everything is on the internet. We go online to communicate with our friends, catch up on the news, sell stock, buy clothes and...
Month: January 2020
The SECURE Act: How Does It Affect Your Retirement Accounts?
The SECURE Act: How Does It Affect Your Retirement Accounts? On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective on January 1, 2020. The Act is the most impactful legislation...
Why estate plans are more important for business owners
There’s a good chance you’ve thought about estate planning. There’s also a good chance you’ve put it off. Why would you need to plan for your death? You’re not really sure you need to make a plan. And, besides, you’ve got plenty of years ahead of you. Well, we hope...
How can a special needs trust help your special needs child?
As the parent of a special needs child, you know how hard it can be to get through the day. Every task requires more attention. There’s never a break. You love your child, and you’re always ready to meet the next challenge. But how would your child fare if you weren’t...
Why DIY estate planning may not be a great idea
Maybe you’re one of those people who’s always wanted to tackle projects on your own. Cooking. Plumbing. Carpentry. Minor electronics. If there was time and a manual, you were always confident you could fix things yourself. And it was gratifying, too. It feels good to...