The Impact of Coronavirus on Estate Planning

According to CNBC, Americans are rushing to do online Wills in the face of the corona pandemic. We know that times are scary right now and you are tempted to make a hurried decision. We also know you are thinking something is better than nothing, right? Not necessarily. For many Californians, you will need a… Read More »

IMPORTANT ALERT!!! Necessary Changes To Your Estate Plan

Legislative Changes Affecting Retirement and Estate Plans Congress recently enacted the SECURE Act (“Setting Every Community Up for Retirement Enhancement Act” of 2019), which significantly changes the manner in which qualified retirement plans (i.e., IRAs, 401(k) plans, and 403(b) plans) are treated and taxed.  The SECURE Act may also significantly affect your existing estate plan. … Read More »