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 […]
Wealth Preservation
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
My Trust, My House, and My Mortgage
When I transfer my residence into the name of my trust, how will it affect my mortgage? If you take
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