CA Proposition 13: Keeping the Tax Value of Your Parents’ Home

Buying a home is one of the most exciting purchases you will likely ever make. Real property is often lauded for the fact that it commonly increases in value, or appreciates, over time. But what if you purchase a home and its value increases exponentially? Will you then be required to pay so much more […]

  • Posted on: Feb 11 2022
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estate planning lawyer shaking hands with client

How Might the Build Back Better Act Impact Estate Planning in CA?

You likely have heard of something called the Build Back Better Act, but may not know what exactly it is. The Build Back Better Act is a plan proposed by the Biden Administration intended to help Americans deal with a variety of issues such as COVID-19 relief, healthcare, housing, clean energy, infrastructure, and taxation. So […]

  • Posted on: Jan 22 2022
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client estate plan

5 Steps for Taking Care of Your Loved One’s Estate

The death of a loved one is never easy. When someone you love passes away, you may have no idea what to do next. The last thing on your mind is probably taking care of all of their personal matters. However, doing so is imperative. That’s why it’s important to know what steps you should […]

  • Posted on: Dec 17 2021
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daughter helping elderly mother with estate plan

Ways to Pay for Your Aging Parents’ Nursing Home Care

It can be very difficult to accept that your parents are aging. They may become slower and tasks that were once simple may become exceedingly difficult. Their mental health may also begin to deteriorate. If you can no longer provide your parents with the proper care that they need, you may be left wondering what […]

  • Posted on: Nov 30 2021
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estate planning

Assurances in Granting Wealth

It can take a lot of hard work and time to finally accumulate a good amount of wealth. When you work that hard to get what you have, you may have fears about what will happen to your money when you pass it down. While many people have fears about passing down their wealth, here’s […]

  • Posted on: Oct 24 2021
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business partners

What to Know About Separating from Your Business Partner

There is no doubt that owning and operating a small business can be extremely challenging. This is especially true when you share ownership and/or operations with a partner. Many people choose to go into business with a close friend or family member since trust is already there. But unfortunately, it can make ending your business […]

  • Posted on: Sep 15 2021
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cash banking

Can You Access Cash on the Death of Your Loved One?

When you become disabled or pass away, bills and other necessities don’t just stop. Whether it’s buying groceries for you or paying for your funeral, your loved ones likely need a way to access your funds. However, if all of your money is solely in your name for your bank account or your trust, your […]

  • Posted on: Aug 27 2021
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family business

Want to Leave Your Business to Your Family? Consider These Four Things

Building a business takes years of hard work. That’s why it’s tough to imagine your business closing down when you retire or pass away. For that reason, many business owners wish to leave their businesses to their family and heirs. By providing their children with the business, they can help to ensure financial security for […]

  • Posted on: Jul 22 2021
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blended family

What Every Blended Family in CA Should Know About Estate Planning

While divorce and remarriage can sometimes be the best solution, blended families often have it a bit more difficult when it comes to estate planning. That’s why it’s so important to have an open dialogue with your future spouse about your estate planning prior to getting married again. Here is what every blended family in […]

  • Posted on: Jun 26 2021
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advance health care directive

California End-of-Life Decisions

There are a lot of difficult aspects of estate planning, but perhaps one of the most difficult is admitting to our own mortality. No one wants to think about the end of his or her life, but it’s important that you look at all of your options. Everyone should be entitled to live and die […]

  • Posted on: May 24 2021
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