Get an Attorney’s Perspective of California Estate Plans
Your final wishes can come into conflict with a variety of state and federal laws. In our blog, we explore how current U.S. laws affect the amount of your assets that can be passed on to beneficiaries, and examine how California legislation affects Medi-Cal eligibility, probate, taxation, and other financial considerations.
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IRAs Require Special Consideration in Estate Planning Although IRAs can be used to provide for heirs, to what extent your heirs will benefit and avoid unnecessary taxes depends on proper planning.
What to Do With an Inherited IRA Inheriting an IRA may seem like a good thing, but there can be consequences if you aren't careful. Calabasas attorney explains your options.
When a Spouse Inherits an IRA A spousal IRA heir gets a lot of flexibility in deciding what to do with the account.