Friday, 5 December, 2025
If you live in California, setting up a living (revocable) trust is wise for estate planning — it can help your heirs avoid the delays, costs, and publicity of probate. But California has its own rules and thresholds, especially around vehicle titling, DMV requirements, estate value limits for simplified transfers, […]
When thinking about retirement savings, most people focus on 401(k)s, IRAs, or pensions. But there’s another tool that’s often underestimated—and it offers triple tax advantages. That tool is the Health Savings Account (HSA). Originally created to help people cover out-of-pocket medical costs, the HSA has evolved into one of the […]