GIFT…TAXES? WHAT’S UP WITH THAT? Maybe you’re planning to give your child a large cash gift for a down payment on a house, or you have just received a cash gift, and someone says “you’ll have to pay gift taxes on that;” what gives? Do you really have to pay

Nonprobate and Nontrust Transfers California provides various options to ensure the efficient distribution of assets after an individual’s passing. Nonprobate and nontrust transfers are two methods that allow for the transfer of property outside the probate process and can provide significant advantages to individuals seeking to streamline the distribution of

california prop 19: property tax changes In November 2020, Californians voted on a significant ballot measure known as Proposition 19. Aimed at amending property tax regulations, this measure brought about several changes that have both positive and negative implications for homeowners and property owners in the state. In this article,

THE SECURE ACT The Setting Every Community Up for Retirement Enhancement Act (The SECURE Act) is a piece of legislation that was signed into law on December 20, 2019. The act makes significant changes to retirement savings and distribution rules and is aimed at helping American workers save for retirement.