According to the U.S. Centers for Disease Control and Prevention, life expectancy in the United States has mostly increased from year to year. In fact, the life expectancy was 76.3 years for men and 81.4 years for women in 2019, a significant increase from 1990, when...
Month: July 2021
What is a special needs trust and how can it help?
Trusts refer to when property is managed by someone for another person’s benefit. The property that is managed can include real estate, finances and other tangible items of property. A special needs trust is a type of trust that can provide certain benefits to estate...
Estate planning to address the Secure Act and its impact on IRAs
For Northern Californians who are preparing or updating their estate plan, it is important to keep track of new laws that might impact their decisions. The obvious goal is to provide for loved ones in the future. That can be hindered or helped by changes that are made...