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    Estate Planning After the Secure Act
    • 7 min

    Estate Planning After the Secure Act

    The Secure Act significantly alters the way retirement accounts can be used for estate planning. Several steps should be considered or taken
    261 views
    IRA Beneficiary Designations and Estate Planning
    • 2 min

    IRA Beneficiary Designations and Estate Planning

    If you’re like most people, you opened that IRA many years ago. You may not have any idea who you named as your beneficiary. If you have...
    22 views
    Beneficiary Designation Mistakes to Avoid
    • 3 min

    Beneficiary Designation Mistakes to Avoid

    Many people don’t understand that their will (or trust) doesn’t always control all of their assets. Some of a person’s assets pass by...
    11 views
    How to Incorporate Charitable Giving into an Estate Plan
    • 2 min

    How to Incorporate Charitable Giving into an Estate Plan

    When looking into charitable giving, it can easily become overwhelming. Talking to an experienced estate planning attorney can help make...
    10 views
    No Estate Taxes? You May Still Need Life Insurance
    • 3 min

    No Estate Taxes? You May Still Need Life Insurance

    Increases in the estate tax exemption (up to $11.4 million per person as of the date of this writing) has an impact on how some people...
    5 views
    Updating Your Estate Plan After a Divorce
    • 3 min

    Updating Your Estate Plan After a Divorce

    Updating your estate plan after a divorce should be at the top of your must do list. Forbes’ recent article, “9 Things You Need To Know...
    8 views
    Why Do I Need an Estate Plan?
    • 3 min

    Why Do I Need an Estate Plan?

    Estate planning is fairly easy to do. That said, it is also very easy not to do (as evidenced by the statistics on the subject)....
    9 views

    Contact Us

    You will speak to or hear back from Brian personally.

    Address

    4695 Chabot Drive, Suite 200
    Pleasanton, CA 94588

    Contacts

    (925) 400-7753
    brian@quallslawfirm.com

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