Estate Planning

California Proposition 19: Limits for Giving property to your Children and Grandchildren

Proposition 19: Limits for Giving property to your Children and GrandchildrenThe longer you own your home the lower the “assessed”…

3 years ago

Why Everyone should plan for Estate Taxes

Why you should plan for Estate TaxesFederal and State estate taxes are constantly changing. In the last ten years the…

3 years ago

Make List of your important assets – Part of creating a good Estate Plan including a Living Trust

A long time client recently told me he has decided to get married. Both he and his fiancée are accomplished…

3 years ago