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Why We Are Voting No on Proposition 19
October 12th, 2020
Many wish to leave their home to their children. Proposition 19 will make this more difficult, forcing many to sell the home because of significantly increased property taxes.
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Your Estate Plan Needs a Checkup!
June 3rd, 2019
Were your documents signed in the 80s or 90s, or the early 2000s? If so, your documents are likely terribly out of date. Federal estate taxes, gift taxes, and generation-skipping transfer taxes went through major changes during these years.
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Did You Include Your Grandkids in Your Will? 5 Tips to Avoid Common Problems
March 30th, 2017
As we build wealth, we naturally desire to pass that financial stability to our offspring. With the grandkids, especially, we often share a special bond that makes us want to provide well for their future. However, that bond can actually turn into a…
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Categories: Grandchildren
