Estate Planning Blog From a Southern California Perspective

Page 1
New Baby, New Priorities: Why Your Estate Plan Can’t Wait
The birth of a child is one of life’s most joyful milestones. But becoming a parent changes everything, including your priorities for protecting your family.
Stretching Out and Protecting Your Retirement Accounts for Your Children with a Retirement Protector Trust™
Stretch out IRA distributions and shield your children’s inheritance with a Retirement Protector Trust™. Learn how it works.
The Benefits of Creating a Retirement Plan Trust for Multiple Children Where at Least One is Under Age 21 Under the SECURE Act 2.0
Create a retirement plan trust for minor children under 21 to extend tax deferral, protect assets, and maintain control under SECURE Act 2.0. Contact us today!
Understanding Secure Act 2.0: New Rules for Beneficiaries of Inherited Retirement Accounts
Learn how Secure Act 2.0 impacts beneficiaries of inherited retirement accounts. Stay informed and protect your financial future. Contact us today!
Top 10 Reasons to Notify your Trustees and Agents in your Estate Plan to Prevent Unauthorized Intrusion
Read article to learn why it's important to let your successor trustee and agents know your plans to avoid third parties from trying to insert themselves into your estate.
Retirement Planning for Busy Professionals in Laguna Niguel: A Comprehensive Guide
Discover the ultimate guide for busy professionals to create a retirement plan. Learn how to automate savings, optimize investments, and approach retirement with confidence.
What Is a Retirement Protector Trust (aka Retirement Plan Trust)?
Learn about retirement protector trusts & their advantages to safeguard your retirement assets for future generations in San Diego & Orange County. Click here
What Is a Retirement Plan Trust?
Retirement Plan Trusts can help protect a beneficiary's inherited retirement accounts from divorcing spouses, creditors and predators
Black Panther Star, Chadwick Boseman, Died Without a Will
IRS Regulations Regarding the SECURE Act Rules for Beneficiaries of Retirement Accounts