Tag: Rights of survivorship

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 one that passed was Proposition 19, and its impact will affect most California estates and trusts more than voters were likely aware.  Under current law, […]

The Ultimate Estate 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 it’s a pretty comprehensive list of considerations to properly plan the majority of estates.In this blog post, I want to highlight the section of the […]