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President Joseph Biden introduced tax reforms back in July, including one that would affect estate planning and inheritances. Congress has only begun weighing this proposal in recent weeks. There's likely to be a lot of bipartisan wrangling before any changes are...
So everyone knows (or should know by now!) that there are multiple benefits to creating and holding your assets in a revocable living trust. But one benefit you may not know about is that in the state of California, a change in the law in 2017 now allows you to...
As you may know, California residents voted to approve Proposition 19 in 2020. The proposition promises significant financial advantages for property owners entering their senior years. For example, Proposition 19 gives residents 55 or older the option to transfer...
A trust is a legal entity that you create to hold and preserve your estate for the benefit of the designated beneficiaries. Once you create a trust, it is important that you appoint a trustee who will administer its assets and investments, pay taxes and any debts and...
