Importance of estate planning for seniors Now it’s time to start thinking about the legal paperwork you may need to safeguard the decisions you’ve made regarding your estate.

Navigating the complexities of estate planning can be a daunting task, especially for residents of California, where unique state laws and regulations come into play. Whether you’re looking to ...

It’s a smart estate-planning move. Although non-spouse beneficiaries such as children and grandchildren will still need to deplete the account within 10 years, Roth distributions are tax-free.

While the pandemic has spurred increased interest in estate planning, according to a 2021 Gallup poll, fewer than 46% of U.S. adults have a will, which governs the disposition of your financial ...

California’s estate planning formalities, however, create challenges in our pandemic situation. Face-to-face interaction between lawyers and clients is a cornerstone of the estate planning process.

When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. (Image credit: Getty Images) By Ron L. Brown, CFP® published 3 March 2022 in How-to ...