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Wealth Transfer Opportunities During Covid-19 Crisis

Although we are in the midst of an unprecedented historical event because of the COVID-19 pandemic, current circumstances offer a window of opportunity for wealth transfer planning for the right individuals. The combination of low interest rates and lower and more volatile asset values contribute to a favorable environment for the transfer of wealth for [...]

Estate Planning Alert

The Passage of California Proposition 19 The passage of Proposition 19 ("Prop 19") on November 3, 2020 constitutes one of the biggest changes to property tax rules in California in recent memory. Except for one limited exclusion, Prop 19 completely eliminates the current ability to avoid a reassessment of certain real estate transferred between parents [...]

Wealth Transfer Opportunities During Covid-19 Crisis

Although we are in the midst of an unprecedented historical event because of the COVID-19 pandemic, current circumstances offer a window of opportunity for wealth transfer planning for the right individuals. The combination of low interest rates and lower and more volatile asset values contribute to a favorable environment for the transfer of wealth for [...]

Estate Planning Alert

The Passage of California Proposition 19 The passage of Proposition 19 ("Prop 19") on November 3, 2020 constitutes one of the biggest changes to property tax rules in California in recent memory. Except for one limited exclusion, Prop 19 completely eliminates the current ability to avoid a reassessment of certain real estate transferred between parents [...]