Signing up for a secure future, estate and incapacity planning concept

Incapacity Planning

February 21st, 2023
Rick D. Banks's Profile
Posted By
Rick D. Banks
A comprehensive estate plan shouldn’t only address your wishes after you pass. It should also specify how your financial, personal, legal, and healthcare matters will be handled in the event you become incapacitated and cannot make decisions for yo… Read More
Read More
Categories: Estate Planning
Inherited IRA memo on the color paper and calculator.

How to Leave an IRA to Heirs

January 30th, 2023
Rick D. Banks's Profile
Posted By
Rick D. Banks
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
Read More
Categories: Estate Planning
Discussing Estate Plannin…

Discussing Estate Planning with Aging Parents

December 14th, 2022
Rick D. Banks's Profile
Posted By
Rick D. Banks
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
Read More
Categories: Estate Planning

What Legal Rights Does a Trust Beneficiary Have?

November 22nd, 2022
Rick D. Banks's Profile
Posted By
Rick D. Banks
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
Read More
Categories: Estate Planning