What Are State Estate Tax Rates?
Estate taxes can be a complex and often misunderstood aspect of estate planning. While federal estate taxes apply nationwide, individual …
Point Loma Estate Planning
What Are Required Minimum Distributions (RMDs)?
Required minimum distributions, or RMDs, are mandatory withdrawals that individuals must take from certain retirement accounts after reaching a specific …
What are Payable-on-Death (POD) Accounts?
Payable-on-death (POD) accounts are a valuable tool for simplifying asset distribution upon your passing. They function similarly to traditional bank …
What are Miller Trusts or Qualified Income Trusts?
Miller Trusts, also known as Qualified Income Trusts (QITs), are legal tools designed to help individuals with disabilities who receive …