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Southern Ohio Named as an Elder Justice Task Force

The increasing number of cases of elder abuse have led to the creation of a number of regional task forces around the country. The team brings resources together to battle substandard care….

Basics on Using an IRA for Estate Planning

You can use a trust as an IRA beneficiary to gain certain wealth transfer benefits, but to avoid making a costly tax mistake, it must be done correctly. There’s no room for error.

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DIRECT CONTACT: 562-356-8531 | michael@southerncaliforniaestateplanning.com

DIRECT CONTACT:
562-356-8531 | michael@southerncaliforniaestateplanning.com