Estate planning is an essential process that helps individuals plan for the management and distribution of their assets after they pass away. Estate planning involves creating wills, trusts, powers of attorney, and other legal documents that specify how your...
Month: March 2023
Does California Have an Inheritance Tax?
Estate planning involves more than just deciding who will inherit your assets after you pass away. It also includes the management of your assets during your lifetime and creating a plan to minimize taxes, as well as maximize the amount of your estate that will...
Can a 401K Be Put Into a Special Needs Trust?
Individuals with disabilities often require ongoing medical care, therapy, and other services that can be expensive. So, many families may opt for a special needs trust. If you have a 401(k) retirement plan, you may be wondering whether you can put it into a...
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