Estate planning is much more than getting the necessary documents in order. What legacy do you want to leave behind? Let’s help you explore this question.
How do you know when you’re truly ready to retire—not just financially, but also physically, mentally, and emotionally? It’s not just about age.
The SECURE Act, broadly aimed at retirement security, introduces new provisions impacting both individual investors and employers overseeing 401(k) plans.
California’s probate process is cumbersome and expensive. Creating and funding an inter vivos revocable living trust is one way to avoid probate.
With all of the emotions and excitement during a time of transition, the last thing parents are likely thinking about is estate planning for young adults.
To help you better understand the nuts and bolts of this area of financial planning, we have compiled a comprehensive glossary of estate planning terms.
Putting an estate plan in place is an investment of time and money, but is well worth it to ensure that one’s wishes are carried out.
An inherited IRA retains the benefits of the original retirement account but is subject to immediate lifetime RMDs or a five-year withdrawal election.
It’s difficult to find a more challenging life event than the passing of a loved one. Between the emotional toll it takes on you and your family, combined with the pressure that comes with potentially serving as an executor, you may find yourself wondering where to begin.
As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly catalog and analyze every detail, understanding how each component fits into the broader, holistic plan.
Congress passed the final version of the pending tax legislation, which will now move to President Trump’s desk for signature. The bill is the largest rewrite of the U.S. tax code in three decades, and will have broad implications for individuals, families, and businesses.