What’s the Difference between Primary and Contingent Beneficiary?
Contingent beneficiaries provide a safety net, if the primary beneficiary cannot receive the assets from an estate or proceeds from a life insurance policy or retirement account.
Contingent beneficiaries provide a safety net, if the primary beneficiary cannot receive the assets from an estate or proceeds from a life insurance policy or retirement account.
Estate planning is a broad term that can look different for everyone. You should become familiar with two basic documents: a will and a trust.
More than 338,000 Americans moved for retirement in 2023, according to a January study from HireAHelper, a moving-services marketplace.
When there’s bad blood over an inheritance, you can challenge the trustee—but try talking first.
Gen Z is setting an example by taking control of their financial futures early, showing an unexpected interest in estate planning.
Estate planning ensures that your children will have the future you want for them no matter what happens to you.
Bennett’s daughters are suing their brother over the family trust, which could have been avoided had Bennett done some things differently.
Learn how country legend Toby Keith protected his family’s future through careful estate planning and why starting early is crucial for everyone.
Around 53 million Americans receive Social Security retirement benefits, and for many of them, Social Security is the only or a large part of their retirement income.
Labor Day, observed in the United States on the first Monday in September, is not only the unofficial end of summer but also a celebration
Thanks for your interest. I know you have a lot of options when it comes to legal planning. Hsiao Law, PC has been the trusted partner of the La Jolla area residents. I look forward to meeting with you. Schedule today!