2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

053: Planning For Young Families

053: Planning For Young Families

When it comes to planning for a young family, whether it is financial or estate planning, it’s never too early to get started. Typically, young families share the same concerns and characteristics. It can be hard to navigate all the tools, information, and strategies that are out there. Many may put planning off or choose a route, not knowing if…

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What You Need to Know About Proposed Property Tax Changes on the November 3 Ballot

Prop 15: The California Schools and Local Communities Funding Act of 2020 Ballot Title: Increases Funding for Public Schools, Community Colleges, and Local Government Services by Changing Tax Assessment of Commercial and Industrial Property. Initiative Constitutional Amendment. Proposition 15 is a proposed amendment to the California State Constitution which would require commercial and industrial property to be taxed based on…

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2890 N. Main Street, Suite 206
Walnut Creek, CA 94597

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