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How California's new "Proposition 19″ may impact your Estate Planning

California's Proposition 19 , billed as "The Property Tax Transfers, Exemptions, and Revenue for Wildfire Agencies and Counties Amendment," takes effect on February 16, 2021. You may not know that Proposition 19 changed the law regarding how children can inherit their ...

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  • How California's new "Proposition 19″ may impact your Estate Planning

    California's Proposition 19 , billed as "The Property Tax Transfers, Exemptions, and Revenue for Wildfire Agencies and Counties Amendment," takes effect on February 16, 2021. You may not know that ...

    Read More
  • "Wrap" Up Your Affairs: 2020 Year-End Estate Plan Review

    We are all so eager for 2020 to conclude! However, year-end is a terrific time to review previously completed estate plans or to finish one if the year has run away from you, as it has for so many of ...

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  • Why Have a Trust Protector?

    A mother established a revocable living trust to leave her estate to her two adult children. The mother felt naming one of the children as trustee would cause a rift in their relationship, so she ...

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  • Breach of Fiduciary Duty: What Every Beneficiary/Trustee Needs to Know

    As you may or may not know, when a person is charged with making decisions for other people or managing other people's assets (such as a trustee or agent under a power of attorney) that person owes a ...

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  • Special Needs Trusts: What Every Parent or Guardian Must Know

    Parents of special needs children face a wide array of challenges in their day-to-day lives. A key area that must be addressed, in preparing for the many uncertainties of life, is estate planning. ...

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  • Why Financial Elder Abuse is a Rising Crime - And What You Can Do About It

    Why Financial Elder Abuse is a Rising Crime - And What You Can Do About It Financial elder abuse is defined in the Welfare and Institutions Code Section 15610.30 and is incurred when a person takes, ...

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