For example, some beneficiaries choose to only take the RMDs and end up with a large remaining balance in year 10, which then ...

A good estate plan typically includes essential legal documents, account and ownership details, and instructions that protect your beneficiaries and reduce legal issues later. It also includes ...

Tax and estate planning isn’t for the faint of heart. The rules are complex and each decision seems to have a multitude of ...

I am single and have no children. I have two grandnieces, ages 5 and 10. I want to leave them each an inheritance from ...

The Talk, in parenting circles, is generally defined as a difficult conversation with kids about sex. But there's another ...

Soto Law Group has published a comprehensive new article, “Newport Beach Probate – How Long It Takes and What It Really Costs,” offering a detailed look into the probate process in Orange County, ...

Legal analysis reveals that standard living trusts often fail to block creditor access without supplemental offshore asset protection strategies in place. Living trusts are widely used for probate ...

For the 9.5 million U.S. households headed by unmarried couples, a partner's death wouldn't come with the 'automatic safety ...

Living trusts are powerful tools that can help protect client assets and make estate administration easier for families.

Securing an Unmarried Couple’s Future in California with an Estate Planning Attorney Oceanside, United States – December 22, ...

Dear Liz: When I retired, I had a small 401 (k) with about $12,000 in it. Instead of rolling that money into an IRA, I took a distribution and paid taxes on it. I had no immediate need for the ...