What are State Inheritance Tax Rates?
Inheritance taxes can be a complex and often misunderstood aspect of estate planning. They are levied on the assets inherited …
Point Loma Estate Planning
What are Qualified Retirement Plans?
Qualified retirement plans are employer-sponsored retirement savings vehicles that offer significant tax advantages to both employees and employers. These plans …
What Are Payable-On-Death Designations?
How Do Payable-on-Death (POD) Designations Work? Payable-on-Death (POD) designations are a valuable estate planning tool that allow you to directly …
What are IRAs?
Individual Retirement Accounts (IRAs) are powerful financial tools designed to help individuals save for retirement. They offer tax advantages that …