Prop 19

• Asset Protection
• Bank account
• Beneficiaries
• Buyers Market
• Buying a Home
• Decision-Making
• Distribution of Assets
• Estate Administration
• Estate Organizing
• Estate Planning
• Estate Taxes
• Family Transition
• Finances
• Financial Advisor
• Financial Planning
• Heirs
• Inheritance
• Irrevocable Trust
• Loan Opportunities
• Loans
• Loans to Irrevocable Trusts
• Mortgage
• Mortgage Rates
• Power of Attorney
• Probate Administration
• Property Tax
• Property Taxes
• Real Estate
• Real Estate Agent
• Real Estate Transaction
• Reverse Mortgages
• State Taxes
• Succession Planning
• Successor
• Trust Administration
• Trust Amendment
• Trust Bank Accounts
• Trustee
• Trusts
• Wills

Common Issues that Arise in Administering a Trust that Holds Real Property: Part II

For this four-part series, we are discussing very common scenarios that we see in our…

• Estate Planning
• Estate Taxes
• Family Transition
• Federal Taxes
• Financial Planning
• Financial Transitions
• Podcasts
• Property Tax
• Real Estate
• Real Estate Law
• Real Estate Transaction
• Tax Planning
• Trusts

104: Two Years After its Passing, Has Proposition 19 Delivered on its Promises to California Homeowners?

• Advance Directives
• Asset Protection
• Beneficiaries
• Estate Administration
• Estate Organizing
• Estate Planning
• Executor
• Finances
• Funeral
• Heirs
• Inheritance
• Irrevocable Trust
• Podcasts
• Power of Attorney
• Probate
• Probate Administration
• Real Estate
• Surviving Spouse
• Trust Administration
• Trustee
• Trusts
• Uncategorized
• Wills

070: Trustee Do’s and Don’ts Part Two

• Asset Protection
• Baby Boomers
• Beneficiaries
• Beneficiary Designation
• Current Events
• Decision-Making
• Estate Administration
• Estate Organizing
• Estate Planning
• Estate Taxes
• Executor
• Family Transition
• Inheritance
• Legacy Planning
• Life Transitions
• Mortgage
• Moving
• Podcasts
• Probate
• Property Tax
• Property Taxes
• Real Estate
• Real Estate Market
• Real Estate Transaction
• Resources
• Tax Planning
• Trust Administration
• Trustee
• Trusts
• Uncategorized
• Wills

067: Estate Planning Challenges with Real Estate

Big Three from Episode #067: If you’re including any type of real estate in your…

• Asset Protection
• Beneficiaries
• Estate Planning
• Estate Taxes
• Inheritance
• Podcasts
• Property Tax
• Property Taxes
• Real Estate
• Real Estate Transaction
• Tax Planning
• Trust Administration
• Uncategorized

055: How Will Prop 19 Impact Your Estate Plan on February 16th

Big Three from Episode #055: Prop 19 is a time-sensitive issue that may impact real…