Why Same-Sex Couples In California Need A Community Property Agreement Now

Posted by & filed under Asset Protection, Community Property Agreement, Retirement Planning.

Did you know that many real estate professionals who handle the titling of real property assets for same-sex couples many times are ignorant of titling rules for those couples?  This is a subset of the law in California that same-sex couples must be aware of even if they’ve been cohabitating for many years.  Married same-sex… Read more »

What Will The SECURE Act Mean For My Retirement Plans?

Posted by & filed under Asset Protection, Estate planning, Inheritance Tax, Living Trust, Retirement Planning, Secure Act.

What are your retirement plans? Have you thought about how you will pay for your housing situation? Have you reserved enough money for extra expenses? Will the retirement age change by the time you retire? All of these questions are valid and you should take them into consideration as you grow older. With policies changing… Read more »