Finding the Estate Planning Attorney Who Is Right For You

Blog, Estate Planning, wealth preservation

Many individuals who are looking for an estate planning attorney look for a personal connection with that attorney, but there are many other characteristics which should be taken into account when choosing an estate planning attorney which suits your needs. Here are...

Cal ABLE is Here (Disability Benefits Act)

Blog, Estate Planning, wealth preservation

For many disabled Americans, maintaining eligibility for public benefits and saving for long-term financial security are mutually exclusive. The ABLE act will finally change this for Californians. Under current policy, if an individual’s personal assets exceed a total...

Potential Commercial Property Reassessment and Family Transfer Reassessment

Estate Planning, wealth preservation

PROPOSED LEGISLATION MAY TRIGGER REASSESSMENT OF COMMERCIAL PROPERTY AND MAY TRIGGER REASSESSMENT ON TRANSFER OF YOUR HOME TO YOUR CHILDREN Proposition 13, approved by voters in 1978, set a landmark measure that set property taxes at a low rate in California. ...

Why, When and How You Should Think About Wealth Preservation

Estate Planning

The real estate market is an ever changing market that affects our economy through real estate purchases, sales, rentals among other business opportunities.  On the media we often hear about the gain on sales, tax deferment, and what the current rental market looks...

Up Coming Event: Getting Property to the Kids with Lower Property Taxes – Tricks & Traps of Prop 13

Blog, Estate Planning

Getting Property to the Kids with Lower Property Taxes – Tricks & Traps of Prop 13 Date: Wednesday, July 26, 2017 Time: 11:30am Registration 11:45am to 1:15pm Presentation Location: 2070 Pioneer Court, San Mateo CA Trustees are under a magnifying glass to...

Up Coming Event: What to Do When a Loved One Dies

Blog, Estate Planning

What to Do When a Loved One Dies Date: Wednesday April 20, 2016  Time: 11:30am Registration  11:45am to 1:15pm Presentation Location: 2070 Pioneer Court, San Mateo CA Sign Up: Click Here  To Sign Up for the Webinar: Click Here   Prepare for the Unthinkable Your...