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

067: Estate Planning Challenges with Real Estate

067: Estate Planning Challenges with Real Estate

Big Three from Episode #067: If you’re including any type of real estate in your estate plan, it’s vital to discuss with your attorney and understand how Prop 19 can impact you and your loved ones.Make sure your children are included in the discussion and planning process.Do not panic. There are workarounds and ways to protect your assets and beneficiaries.…

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Bill Seeks to Impose State Estate Tax

The California legislature is considering a proposal that could impose a state tax on some estates. Generally, estate taxes are imposed by the federal government on the assets or estate of someone who has died. The tax is paid before the heirs receive any bequests. One of the purposes of estate planning is to minimize an estate’s tax liability. California…

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