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Beverly Hills, CA 90212
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In The News

Do Surviving Spouses Have Rights to a 401(k) or an IRA?
The rules regarding inheriting retirement accounts are complex. When choosing a beneficiary for a retirement plan, understanding these rules - and how they differ for 401(k)s and IRAs - is crucial.

Medical Aid-in-Dying and Estate Planning
More than one in four Americans live in a state where medical aid-in-dying (MAID) is legal. MAID is lawful only when every legal requirement is met. Failing to meet these strict criteria can result in questions about the person's decision-making capacity, estate disputes, and even criminal charges.

Why Estate Planning Is the Answer to Economic Uncertainty
No one can control markets, Federal Reserve policy, or global financial or political events. But people can control their response: their preparedness, their plans, and their financial structures.

Seven Ways to Distribute Your Personal Property Fairly
Unlike money, personal belongings usually can't be divided equally after a loved one's passing. Distributing items like furniture, jewelry, dishware, artwork, or photographs is challenging when settling an estate.

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