Relocating to Other Western States Could Impact Estate Tax, Value
After you retire, you may no longer wish to reside in California, instead opting for…
7 years ago
Real Estate
Reorganizing Your Finances After The Death Of A Spouse
The days following the death of a spouse can be confusing. There are a lot…
7 years ago
Clear Language Essential When Drafting Trusts
7 years ago
The Loss of a Spouse Incurs Legal and Financial Responsibilities (Part I of Two Parts)
Betsy slowly lowered herself into a kitchen chair and buried her head in her hands.…
7 years ago
Bill Seeks to Impose State Estate Tax
The California legislature is considering a proposal that could impose a state tax on some…
7 years ago
What Happens to a Mortgage Upon Death?
Sally stared at the notice from the bank and frowned. “What’s that?” her husband, Bill…
7 years ago
New Parcel Tax Law To Help Seniors Apply for Parcel Tax Exemption
This C.A.R. sponsored law creates a simple process for seniors or disabled homeowners to find…
8 years ago
New Real Estate Laws May Necessitate Changes to Estate Plan
Recent changes in how real estate and real estate transfers are taxed in some California…
8 years ago
Preserving Low Property Taxes When You Move
If you are over the age of 55 and thinking about moving, consider this: you…
8 years ago
Medi-Cal (con’t.) – Nursing Home Income Requirements
This is another installment in our series on Medi-Cal planning. We are focusing on the…
8 years ago