Posts tagged "estate plan"

Saving for retirement and future generations

People in California are forced with a lot of tough choices as they decide how to save their money. Obviously, people want to protect as much of their money from unnecessary taxation as possible, but because every person's situation is different, there is no such thing as a one-size-fits-all estate plan. When it comes to retirement, the next generation of retirees has some scary realities to face, but with the right estate planning strategies, they may just be able to create a healthier financial situation than they thought possible.

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