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California Proposition 19: What Does This Mean for Property Tax Transfers?

We hope that you are all doing well and staying healthy during these difficult times. The purpose of this letter is to bring to your attention the recent significant change to the real property tax laws. Specifically, on November 3, 2020, California voters approved Proposition 19 which will impact property taxes on real estate transferred… Read More »

Don’t Risk it: Protect Your Finances From Coronavirus Complications

Many Americans spend a lot of time and effort managing their finances. While most are worried about how the coronavirus (COVID-19) will impact their income—whether that’s because they are temporarily furloughed, find themselves suddenly without a job, or watching their investment and retirement accounts dwindle—there is another way COVID-19 can wreak havoc on American’s finances:… Read More »

The Impact of Coronavirus on Estate Planning

According to CNBC, Americans are rushing to do online Wills in the face of the corona pandemic. We know that times are scary right now and you are tempted to make a hurried decision. We also know you are thinking something is better than nothing, right? Not necessarily. For many Californians, you will need a… Read More »

Health Care Incapacity Planning During the Coronavirus Pandemic

In this time of great uncertainty, we wanted to remind you of the importance of completing an Advance Health Care Directive (in California) and a HIPAA waiver. Additionally, if you have already created an Advance Health Care Directive (AHCD) and HIPAA waiver, it is critical that those persons whom you have designated as your agents… Read More »

IMPORTANT ALERT!!! Necessary Changes To Your Estate Plan

Legislative Changes Affecting Retirement and Estate Plans Congress recently enacted the SECURE Act (“Setting Every Community Up for Retirement Enhancement Act” of 2019), which significantly changes the manner in which qualified retirement plans (i.e., IRAs, 401(k) plans, and 403(b) plans) are treated and taxed.  The SECURE Act may also significantly affect your existing estate plan. … Read More »

14 Important Questions to Ask Yourself About Your Estate Plan

A primary purpose of an estate plan is to protect you, your loved ones and your assets in the event of death or incapacity. An estate plan can be useful to avoid court, minimize taxes, provide asset protection and avoid family conflict. Unfortunately, while every adult needs some level of an estate plan, only 1… Read More »

Welcome To Our Blog

Welcome to our blog. Here, you will learn about our latest thoughts and information relevant to our practice areas. We truly hope you visit us regularly for up-to-date topics. Subscribe to our blog for instant access. Browse our website for more in depth information about what we do. As always, feel free to contact us,… Read More »