This is important and time-sensitive. There are certain estate and tax planning strategies that can save you money, but you have to act now. Some of them have a December 31 deadline.

My partner, Michelle, who is certified as a Specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization of the State Bar of California, was on the “Best of Investing” radio show recently discussing these strategies. Click here to listen to that show now.

To hear many more “End of the Year Tax Planning Strategies for Real Estate Investors”, from Michelle, Jeff and others, make sure to register for this December 19 complimentary webinar (just click here now).


During the COVID-19 emergency, we are up and running and working hard.

If you are a commercial landlord, click here to download our “Commercial Landlord’s Coronavirus (COVID-19) Guide and Action Plan."

If you are a commercial tenant needing to restructure your lease due to COVID-19, call us to discuss how we can help you.

Everyone should have an estate plan, and especially now in light of this global health crisis. If we can help you in any way, click below to set up a phone call or a zoom video conference with us to start the estate planning conversation.

Stay safe and healthy. We are here to help.

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