Planning for the SECURE Act
February 3, 2020
The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. The first article in this series examined the SECURE Act. This article examines some planning strategies for dealing with the SECURE Act.
Family-Owned Businesses & Farms in California: Estate Planning Strategies to Protect Your Legacy
LGBTQ Estate Planning in California: Protecting Your Rights and Legacy
Planning Ahead with Elder Law & Medi-Cal in Monterey, California
How a Pet Trust Can Provide Peace of Mind
Protecting Your Loved One’s Future with a Special Needs Trust
Learn how Christian estate planning supports families in Monterey, CA, by integrating faith-based principles into wealth management and stewardship strategies for a secure and purpose-driven legacy.
Learn how to maximize your retirement savings with strategic IRA and retirement planning. Discover key strategies to grow your nest egg, reduce taxes, and prepare for a financially secure future.
Learn about four common scenarios that may lead to probate and how they can affect estate administration. This blog explains each situation and offers insights into the probate process to help you be better prepared.
What Types of Assets Can Be Included in a Trust in California?
This blog post explores the importance of estate planning for elderly residents in Monterey, California, with a focus on protecting their most valuable asset—the family home. Written with the expertise of attorney John D. Laughton, the article discusses practical strategies such as establishing living trusts, understanding tax implications, and planning for long-term care costs. It emphasizes the need for tailored legal advice and guidance to ensure a smooth transition of property to heirs while avoiding common legal and financial pitfalls. Protect your legacy today by consulting with an experienced estate planning professional.