Inherited IRA memo on the color paper and calculator.

How to Leave an IRA to Heirs

Many people use traditional and Roth IRAs to save money for retirement. But it should also be considered as part of a comprehensive estate plan. If you have an IRA account, it becomes part of your net worth and the assets in it can be passed to a ben… Read More
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Categories: Estate Planning
Discussing Estate Plannin…

Discussing Estate Planning with Aging Parents

Discussing estate planning with aging parents can be difficult — but it’s important to have this conversation while your parents are still healthy and of sound mind. Estate planning doesn’t only have to do with how assets are distributed after… Read More
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Categories: Estate Planning

What Legal Rights Does a Trust Beneficiary Have?

If you are the beneficiary of a trust in California, it’s essential to understand that you are afforded specific rights by law. Significantly, a trust beneficiary should not simply sit back and wait for the administration process to take its course… Read More
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Categories: Estate Planning