Cryptocurrency & Estate Planning
Cryptocurrency or virtual currency (used interchangeably) has become quite the coveted asset among investors because of the seemingly lucrative return due to its fast appreciating nature. Cryptocurrency has also been the subject of growing interest…
New SALT Cap Workaround (AB 150) May Provide Tax Savings for You
California has enacted AB150, joining the growing list of states implementing a workaround on the current $10,000 cap on state and local tax deductions. A Little Background In 2017, as part of the Tax Cuts…
When the Deceased Leaves a Spouse Off of Their Will, California Assumes They Just Forgot
Just got remarried? Time to update the estate plan! Just had a baby? Time to update the estate plan! Remembering to update your estate planning documents, (your will and trust), may not be top of…
Prop 19 Is In Effect. Is There Still Time To Avoid Reassessment?
The good news? There still may be hope for those who missed the boat on planning before Prop 19 became effective! Prior to February 16, 2021, real property was reassessed at market value if it…
Inheritance Dispute? Don’t Just Sit There. Mediate!
“Why did my dad leave most of his money to charities and not his kids?” “It’s unclear what my father’s intentions were with our family vacation home.” “My mom left a handwritten document stating who…
Digital Assets. What Are They & How Do I Protect Them?
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…
“Dedicated.” “Determined.” “Compassionate.” Just a Few Client Descriptions of Our New Attorney!
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…
What Do New Year’s Resolutions Have To Do With A Law Firm?
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…
Did You Complete the “Homeowner’s Exemption” on Your Residential Property Tax Bill?
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…
How Elder Abuse Can Lead To Litigation
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…
PROPOSITION 19: There’s a Narrow Window to Beat the Increased Property Tax
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…
Are You A Trustee? Take It Seriously
“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…
Did Circumstances Change? Perhaps Your Irrevocable Trust Can Too.
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…
How to Avoid These Elder Financial Abuse Scams
“Hi Grandma, it’s me. I am in a bit of a bind and need you to send me money immediately please.” “We are contacting you because you have the same name as the deceased who…