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Prop 19’s Impact on Estate Plans

Proposition 19 Brings Big Change to California Estate Plans The November election ballot included a couple of proposed California measures affecting how property was assessed and taxed in California.  The…

Consider a “Restatement”

Consider a Restatement – Updating Your Trust When a client executes an estate plan, the idea is that the plan is perfectly tailored to suit the client’s needs at that…

Estate Planning and the SECURE ACT

How does the new SECURE Act impact my Estate Plan? On January 1, 2020, the SECURE Act (“the Act”) became law and some of the provisions of this Act could…

The Ultimate Estate Planning Checklist

Recently I created a new worksheet. No two estates are alike. It’s pretty much impossible to identify every talking point or action item for every conceivable situation.  But I feel that…

Winter Break Special

Winter Break is here, and the college kids are coming home for Christmas. If last month’s blog post resonated with you, and you and your kids have concerns that you…

Minors, Adults, and Capacity

On November 6 my oldest nephew turned 18 years old. By law he is officially an adult, able to vote and to open an IRA. From the standpoint of basic…

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