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 »
Blog Posts
Four Reasons Your Trust or Will May Be Attacked or Contested in Court
Having an updated Trust or Last Will and Testament is more important than ever, especially now that trust and estate litigation is on the rise. A Trust or Will that is poorly created or not frequently updated can be vulnerable to attack and contestation. What is contestation? It is the formal objection to a Trust… 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 »
The Legal Documents Every Adult Child Needs In Case Of An Accident or Emergency
Many parents are shocked to learn that they have no right to receive medical information related to their adult children. Nor do parents have the authority to make health care decisions or manage money for their kids once they turn 18, even if the children are still financially dependent on them. This means that if… 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 »
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