Month: November 2020

California Propositions 2020

California Proposition 19 The passage of Proposition 19 changes the rules for tax assessment transfers for eligible California Homeowners.  Individuals over 55, individuals with severe disabilities, or victims of natural disasters (e.g. wildfires) may transfer their base property tax assessments to a different primary residence of the same or lesser market value, without an increase …

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Estate Tax Planning

Estate Tax Planning

Below is an initial introduction to the alphabet soup of estate tax planning. These are just quick overviews of different concepts and should only serve to direct you into further research. This is nowhere near a comprehensive overview of this area of law. As you can tell there are a dizzying array of options and …

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