The role of executor is an important one. The individual you name as executor to your estate will essentially be tasked with stepping into your shoes and fulfilling all legal tasks that you would have completed during your lifetime. Additionally, your executor will face the...
Cryptocurrency has risen to extreme popularity in recent years, with one Bitcoin currently worth over 7,400 dollars. As cryptocurrencies continue to become a part of investor portfolios worldwide, the importance of incorporating digital assets in estate planning takes...
Individual Retirement Accounts (IRAs) and other retirement plans like 401(k)s should form an integral part of planning for your financial future. Qualified plans, which include all plans found within Section 401(a) of the Tax Code, are...
The New Year is a time of reflection and planning for many of us. Making a few resolutions for the New Year is common practice for many. While creating an estate plan may not be one of the first goals you think of...
Most of us likely think of age as the deciding factor for when we should start an estate plan. While age is certainly an important factor in the timing of estate planning, it is just one factor of many. Also of relevance is your overall health, family relationships, financial situation, and...
Since the advent of the internet, instances of identity theft have become more common with each passing year. According to the Insurance Information Institute, in 2017 there were over 16.7 million victims of identity fraud, a...
Medicaid is a joint federal and state program which offers long term care for seniors. In the state of California, Medicaid is referred to as Medi-Cal. With rising healthcare and nursing home costs, more and...
