February 9, 2021Long Term Care Planning, Medicaid / Medi-Cal Planning, VA Benefits Planning Understanding Your Long-Term Care Options Start planning now to secure a happy, healthy and worry-free future It’s no secret that as we continue to age,...
April 21, 2020Elder Law, Estate Planning, Retirement Planning RETIREMENT PLANNING HELP FOR SENIORS As older adults transition from employment to retirement and settle into new routines, there are many different things to think...
February 17, 2020Retirement Planning IRS PROPOSES CHANGES FOR IRA DISTRIBUTIONS (RMD) The IRS has issued proposed regulations changing the life expectancy tables and distribution period tables for computing the required minimum...
September 6, 2019Financial Planning, Retirement Planning After Death, A Final Retirement Account Distribution Must Be Made Federal law requires that beginning on April 1 of the year after you reach age 70 1/2, you must begin...