Blog

Dec. 21, 2020

Proposition 19 changes the rules for property tax assessment transfers and could affect your estate planning. While the law also gives tax breaks to older property owners and provides relief for wildfire victims, the most sweeping changes will affect property taxes for those inheriting property from their parents.

Nov. 24, 2020

Given the challenges of COVID, you may have decided to skip celebrating the holidays with family. As much as you will miss seeing everyone, there may be a twinge of relief if you'll be spared conversations about politics or other fraught topics during dinner.

Nov. 12, 2020

For many people, 2020 has been a year of triage. Adapting to the coronavirus pandemic and all that it has meant – including illness, job loss, transitioning to remote work, and homeschooling children—has made planning for the future seem like a luxury.

Sept. 28, 2020

For young families who are barely meeting their expenses, estate planning can seem unnecessary. Why, they wonder, should they make plans for their estate when it doesn't seem like they have much anyway?

Aug. 12, 2020

Nobody likes to think about estate planning, especially when you're in your 20s and 30s. Life is busy and the odds are in your favor that you won't really need an estate plan for decades to come.

May 26, 2020

The novel coronavirus is raging across the world. As people shelter in place and isolate, many are wondering, “Do I need to review my estate plan?” Yes, now is the perfect time to review your estate plan and make any necessary changes.

May 1, 2020

The novel coronavirus is raging across the world. As people shelter in place and isolate, many are wondering, “Do I need to review my estate plan?”

March 30, 2020

Do I need a lawyer for probate? This is a question you may ask yourself when going through estate issues. Probate is a court process that is often lengthy and complex.

Feb. 17, 2020

The SECURE Act is a bipartisan piece of legislation that went into effect on January 1, 2020. It is the first major piece of legislation passed concerning retirement since 2006.

Jan. 14, 2020

One of the most commonly held misconceptions is that “anyone can write their own will.” While do-it-yourself (DIY) will packages are available online, many people make serious mistakes when attempting to create their own estate planning documents.