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Blog Posts in July, 2020

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  • The SECURE Act: Estate Planning for Inherited IRAs
    The SECURE Act: Estate Planning for Inherited IRAs

    Have you heard of the Setting Every Community Up for Retirement Enhancement Act of 2019 ("SECURE Act"), passed by Congress in January of this year? You may not know that the SECURE Act could impact ...

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  • Liability & Title Insurance and Your Living Trust
    Liability & Title Insurance and Your Living Trust

    We Californians have become more nervous about wildfires over the past few years, not to mention the typical earthquake. If you transfer your home into your living trust (as you should!), be sure to ...

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