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, […]

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 have a very real effect on your estate plan. Specifically, it brings significant changes to the transfer and taxation of your retirement plans after death. […]

When I transfer my residence into the name of my trust, how will it affect my mortgage? If you take a look at your mortgage paperwork, you may notice a clause stating that if your property is sold or otherwise transferred during the term of the mortgage the entire principal balance will become immediately due.  […]

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 […]