What kind of impact will the SECURE Act have on your estate plan and how your heirs inherit your retirement accounts?
A quick look at estate tax (or the lack thereof) in California, including the proposal of SB 378, and the impacts it would have had on your estate plan had it been passed. This is the second and final post in our estate tax series.
A quick look at what the federal estate tax is, how it has changed over the years, and how it affects us as taxpayers. This is the first post in our estate tax series.