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SECURE Act: How It Will Affect You and the Beneficiaries of Your Retirement Accounts

  Dear Clients and Students, On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020. The Act is the most impactful legislation affecting...

Return of the Gun Trust: AB 1292 Eases Estate Planning for California Gun Owners

  When Governor Newsom approved AB 1292 on July 12, he made estate planning easier for California gun owners. Why would Sacramento Democrats make death easier for us? I can only speculate, but I’m guessing it’s because the confusing state of the law put non-gun...