Estate Planning Considerations for Unmarried Couples

More often than ever couples are looking to plan for their futures with each other but without marriage. This article addresses some of the options that unmarried couples have when planning’s transitions. As with all relationships there are benefits and drawbacks to “making it official.”  Depending on the value of your money and property, your… Continue reading Estate Planning Considerations for Unmarried Couples

National Genealogy Day: Investigate the Past and Impact the Future

Genealogy has long fascinated many people, and it continues to be studied by those who are interested in discovering who they descended from and what those family members were like. Many of us have gazed at black and white or sepia-tone photos of ancestors whose names we don’t know and wondered about their lives, joys,… Continue reading National Genealogy Day: Investigate the Past and Impact the Future

Five Key Considerations for Your Estate Plan

Maintaining your estate plan can feel overwhelming when faced with all the changes life can bring. Calling your attorney may not be your first instinct when you’re faced with a significant shift in income, investments, or employment, but consulting with us is a wise way to ensure your legal health is always maintained. Read on… Continue reading Five Key Considerations for Your Estate Plan

Proposition 19 Passed Modifying Tax Assessments on Inherited Real Property

NOTE: As always, the information on this website is for general information and entertainment only. Do not rely on this information to take a course of action or refrain from taking action - hire a lawyer. Photo by Tierra Mallorca on Unsplash California Proposition 19, Changes Certain Property Tax Rules. Legislative Constitutional Amendment. (2020) Summary:… Continue reading Proposition 19 Passed Modifying Tax Assessments on Inherited Real Property

Want to Give Money to Your Heirs in Your Trust? Think again

Photo by Hugo Aitken on Unsplash When I moved out of my hometown to go to law school, my grandmother would send me packages of homemade tortillas and chocolate chip cookies. She sent these little tastes of home, not because there were no Mexican grandmothers making tortillas in my new town, but as a way… Continue reading Want to Give Money to Your Heirs in Your Trust? Think again