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For many disabled Americans, maintaining eligibility for public benefits and saving for long-term financial security are mutually exclusive. The ABLE act will change this for Californians. Under current policy, if an individual’s personal assets exceed a total of...
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** Previously reported this article stated that there was no age limitation which is an error. The age limitation is 55 years or older. ** On next November’s ballot, California Proposition 5, the “Property Tax Transfer Initiative,” would add a wrinkle to...
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Current Developments: End of Life Option Act is up in the air. This article was written by Danielle Al-Abed. California’s “End of Life Option Act” now hangs in the balance as a result of opponents recently challenging the validity of the legislation. The act allows...
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If you are a parent and have children, this series on estate planning for families with kids is designed to address your basic estate planning questions. When I meet with clients with children under the age of 18, I talk in terms of Hearts and Minds. Imagine a world...
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New Tax Act! – How It Affects You, Your Clients and Real Estate Ownership Date: Tuesday, April 10, 2018 Time: 3:30 PM – 5:30 PM Location: Futura, 1010 Valencia Street, San Francisco, CA 94110 To Register for this free event, please Click Here Stay...
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What to do When a Loved One is Alive But Not Well Prepare for the Unthinkable Your estate plan should give you peace of mind. The truth is that most estate plans fail. Documents may be outdated or poorly drafted, assets may be improperly titled, or the trustee or...
