What happens if you run out of retirement assets before you die?
When we are working the daily nine-to-five, we dream of the day that we can finally retire. However, life expectancy is on the upswing and
When we are working the daily nine-to-five, we dream of the day that we can finally retire. However, life expectancy is on the upswing and
You took the time to craft a comprehensive estate plan that details the distribution of your assets and provides financial security to your loved ones
If your loved one in California has special needs, it’s not always easy to tell if they will outlive their money. A special needs trust
For California parents and relatives who care for a loved one with special needs, it is important to think about the future. The proper care
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,
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
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.
Estate planning has become a hot button issue over the past year and a half. With all the craziness during this time, estate planning has
The property tax regime in California is complicated. For many years, the state has limited the amount by which real property taxes can be raised
A child with special needs or a disability may need help with protecting their financial future and assuring that their needs are met. Through effective
"*" indicates required fields