Our lives essentially revolve around technology and this trend is only continuing to grow. Nearly all of our important documents and files, whether they be personal, business or financial, are stored on various digital platforms. Therefore, it is extremely important to ensure those documents and files, also referred to as digital assets, are not only…
We hope this newsletter finds you and your family healthy and happy in the first quarter of this new year. We are excited to share some news so without further ado, let’s share! Our number one priority is to continue to provide new and existing clients with exceptional client service through insightful and strategic counsel…
It’s pretty safe to safe to say that most people make resolutions for the new year. You may not write them down in a special, secret binder, or proudly slur your intentions at the annual new year’s party; but there’s a good chance you are trying to make improvements in some form. So just what…
Under Prop 19, the “HomeownersExemption” Allows for Reduction in Property Value for Tax Purposes We have received numerous calls on how the recently passed Proposition 19 will impact residential property taxes when handed down to children and beneficiaries. In response to these questions and more, Partner, estate planning attorney and tax planning attorney, R. Zebulon…
California Looks Out For It’s Elders Because elder abuse can take on many forms, and because, sadly, millions of families suffer every year from elder abuse, California has enacted laws to protect elders and those who are in a dependent situation. California passed a law entitled the Elder Abuse and Dependent Adult Civil Protection Act….
The Pros & Cons This November, California voters approved Proposition 19, which expanded some property tax exemptions for people 55 and over, but also increased property taxes in many future property transfer situations when there is a death in the family. The quick recap is there are some property tax PROS for eligible homeowners to…
“My father died, and I am named as successor trustee. Now what do I do?” Most people have had little to no experience administering a trust and typically have many questions as to where to even begin with the administration of the trust. The goal of this article is to help provide a general overview…
Just by virtue of the name, “irrevocable” living trust, one would assume this is something that cannot be revoked, changed, or terminated. In fact, if you are the person who created the trust, you should consider the terms of an irrevocable living trust to be set in stone; a benefit which has provided much needed…