Retirement accounts are integral to financial planning, as they offer a reliable source of income in the twilight years. However, it's crucial to understand what happens to these accounts upon the account holder's death to ensure your loved ones are adequately prepared and benefits are properly passed on.
I have nearly three decades of experience helping people through their estate planning and probate cases. My office, based in Los Angeles, California, has given numerous people a new sense of security when planning their future.
Though no one wants to think about dying, establishing wills, trusts, and powers of attorney can save you — and your loved ones — time, money, and stress as your estate goes through probate. With an adequate estate plan in place, your loved ones can avoid legal complications and focus on what matters most.