Protecting Your Wishes: Understanding the Privacy of Wills and Living Trusts in California Today, we’re diving into a question that’s been on many minds: “Are wills public record in California?”  If you’re concerned about your personal assets and privacy, you’re in the right place. We’ll not only answer this burning question but also shed light […]

Crafting Your Legacy: A Step-by-Step Guide to Creating a Will Without a Lawyer Hey there, savvy planners! Today, we’re diving into a topic that’s incredibly important but often gets overlooked: creating a will. While the idea of making a will might sound intimidating, fear not! We’re here to guide you through the process of crafting […]

What is QDRO and how does it work? A California QDRO is a Qualified Domestic Relations Order.  The purpose of a QDRO is to separate pre-tax retirement accounts without tax consequences to the plan participant and transfer a portion of the participant’s account to the alternate payee following a divorce or dissolution of a domestic […]