Washington State Just Passed a Millionaire’s Tax. The Legal Fight Starts Now

Washington state has enacted a swath of new housing laws—including a 9.9% tax on household income above $1 million. The wealth tax is likely to face a legal challenge. Gov. Bob Ferguson... Read more »
401(k) Millionaires Hit Record High—But What Does the Average California Family Need to Know About Retirement Savings and Estate Planning?

401(k) Millionaires Hit Record High—But What Does the Average California Family Need to Know About Retirement Savings and Estate Planning?

If you’re a California resident planning for your family’s financial future, the latest retirement savings data reveals both encouraging progress and significant gaps that deserve your attention—especially when it comes to protecting... Read more »