
How the SECURE Act impacts your plan for your retirement accounts. It is a good time to review.
The passage of the SECURE Act left many wondering if their estate planning documents need to be updated....
Read MorePassing Retirement Benefits to a Child with Special Needs: It’s Complicated
Many parents have their retirement savings socked away in 401(k)s and IRAs. So that your beneficiaries do not have...
Read More
Ways to Make International Charitable Donations
Of all charitable donations made by Americans, only about four percent go to good causes outside of the United...
Read More
Advantages of Having a Separate Retirement Plan Trust
As you are planning how to leave your IRA, 401(k), 403(b) or other qualified retirement accounts to your spouse,...
Read More
The Movement to Improve End-of-Life Health Care Planning
A nationwide movement has been underway since the late 1990s to improve end-of-life health care planning by...
Read More
Verena Meiser was admitted to the State Bar of California.
Verena Meiser was admitted to the State Bar of California. With her new credential, Ms. Meiser will be able to...
Read More