140: Navigating Trust Complexities: The Family Home Dilemma
5 months ago
Property Taxes
Common Issues that Arise in Administering a Trust That Holds Real Property: Part III
For this four-part series, we are discussing very common scenarios that we see in our…
1 year ago
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…
1 year ago
All About Taxes with an Estate Planning Flair: Part III
In Part I of this series on taxes, we discussed federal taxes, and in Part…
2 years ago
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…
4 years ago