Estate planning has become a hot button issue over the past year and a half. With all the craziness during this time, estate planning has become a way for many to take control during these crazy times. It gives us peace of mind that, when we pass, our families can...
Month: June 2021
Proposition 19 and property transfers in California
The property tax regime in California is complicated. For many years, the state has limited the amount by which real property taxes can be raised while the property is held. In a sale between strangers, the value of the property will be reassessed, and the tax rate...
Special needs trust can help children with disabilities
A child with special needs or a disability may need help with protecting their financial future and assuring that their needs are met. Through effective estate planning, you can address their financial needs by establishing a special needs trust that protects their...