Estate Planning for Second Marriages, Blended Families & Secret Families

Posted by & filed under Blended Families, Estate planning, Second Marriage, Secret Families.

Second marriages and blended families present their own issues when it comes to estate planning. You would like to take care of your spouse and your children, but letting them work it out after you are gone is a recipe for disaster. Once you have been through a divorce, you understand that “happily ever after”… Read more »

California May Soon Require Employers To Offer Retirement Benefits To Their Private-Sector Employees

Posted by & filed under Estate planning, Retirement Planning, taxes.

By Special Guest Nick Gizzarelli, CPFA, QPA, QKA The Golden State has finalized regulations for the implementation of a state-run automatic Roth IRA plan, becoming the third state to create an auto-IRA program for the private-sector. Recently renamed CalSavers (formerly California Secure Choice), this program will require employers with five or more workers to either… Read more »