When it comes to passing along property or interests in property in California, families and individuals in groups can adopt several efficient strategies. Understanding these options can help to make informed decisions about property management and inheritance. Create...
Estate Planning
What to consider when passing down your real estate investment
There are many things to consider when creating an estate plan. Designating how you want your property to distribute after you die makes things less stressful for those you leave behind. Owning real estate is a major responsibility. Before passing your real estate...
2021 is Coming to an End! Critical Year-End Planning to Avoid Three Common Estate Planning Pitfalls
A client recently asked, “How can I be sure I’ve tied up any loose ends in my estate plan?” What a timely question considering we are still in the midst of a pandemic, we live in a changing high-tech world and this past year was filled with unprecedented changes in...
2021 Estate Planning Update: Ten Things You Must Know to Protect Your Family Under Current Law
• IF YOU HAVE MINOR CHILDREN, YOU NEED A WILL. None of the Biden administration tax-reform proposals affect the need for a Will. Having a Will is critical, especially if you have minor children. Through a Will, you can nominate a guardian to care for your minor...
