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 MoreAdvantages 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 MoreThe 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 MoreVerena 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 MorePlanning for a Special Needs Child
Planning for a Special Needs Child Planning for special needs individual is complex. Each case is specific to...
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