Occasionally, those who are not Estate Planning attorneys will attempt to do their own Estate Planning. Perhaps they’ll go online and get a document to use. Unfortunately, Estate Planning is about far … [Read more...]
CHOOSING THE RIGHT SUCCESSOR TRUSTEE
A Successor Trustee is an individual (child, sibling or friend), institutional trust department or a licensed professional private fiduciary chosen by you to manage your living trust upon your … [Read more...]
California Voters Pass Proposition 19
This law goes into effect February 16, 2021. California Proposition 19 passed in the November 2020 election. It eliminates the parent to child exclusion for property tax reassessment when the … [Read more...]
Tax Planning for 2021
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2021 is just starting, it’s not too early to think about planning for whatever it may … [Read more...]
Office News
With the Shelter In Place Order in effect, our experienced attorneys and dedicated staff remain connected remotely to our clients in a personal and meaningful way. We are working remotely as much as … [Read more...]
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