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 »

California Companion Animal Trusts

Posted by & filed under Estate planning, Pet Trust, Trusts.

A pet trust is a legally sanctioned arrangement providing for the care and maintenance of one or more companion pets in the event of a grantor’s disability or death. The “grantor” (also called a settlor or trustor in some states) is the person who creates the trust, which may take effect during a person’s lifetime… Read more »

Don’t Hide Your Estate Plan

Posted by & filed under Estate planning.

Estate Planning is the process of making a plan in advance and naming whom you want to receive the things you own after you pass away. Estate Planning is not just for “retired” people. Although people tend to think about it more as they get older. Unfortunately, we can’t successfully predict how long we will… Read more »