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Preparing for Retirement Checklist

Planning for retirement can be both an exciting and daunting task. This next phase in your life can bring exciting new adventures, but it is important to prepare properly and know that you are in a place financially where you can retire from your job without worry. While many people do not consider it, consulting..

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What is a QDRO and who needs one?

What is a QDRO and Who Needs One?

Part of every divorce is the splitting of marital assets between spouses. This includes real estate, cars, furniture, jewelry, art, and other personal property items. Marital assets can also include retirement accounts, pension plans, and other accounts. For some, it may be necessary to include a qualified domestic relations order (QDRO) as part of the..

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Inheritance rights of grandchildren and siblings

A person dies intestate in California if they pass away without a will or estate plan. When this happens, inheritance rights kick in and the probate court distributes the estate according to the state’s intestate inheritance laws. In certain situations, grandchildren and siblings may inherit under intestate succession. If you believe that you may have..

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