Prop 19’s Impact on Estate Plans

Proposition 19 Brings Big Change to California Estate Plans The November election ballot included a couple of proposed California measures affecting how property was assessed and taxed in California.  The one that passed was Proposition 19, and its impact will affect most California estates and trusts more than voters were likely aware.  Under current law, […]

The Ultimate Estate Checklist

Recently I created a new worksheet. No two estates are alike. It’s pretty much impossible to identify every talking point or action item for every conceivable situation.  But I feel that it’s a pretty comprehensive list of considerations to properly plan the majority of estates.In this blog post, I want to highlight the section of the […]

Protecting Your Minor Children With a Revocable Trust

Estate planning has many key objectives, but in my opinion, the most important of them all is the protection of vulnerable beneficiaries – especially minor children. I have met with and personally know many of young parents who are homeowners who have some savings, retirement and a term life insurance policy, and yet have not […]

The Revocable Transfer on Death Deed- Analysis of California AB 139

Effective as of January 1, 2016, the State of California now allows the use of a revocable transfer on death deed (“TOD deed”) to convey an individual’s interest in certain real property to specifically named beneficiaries upon the individual’s death without the need for formal probate proceedings. The legislative purpose behind this bill is essentially […]

Gov. Brown Approves California Assembly Bill ABX2-15, “End of Life Option Act”

On October 5, 2015, Gov. Jerry Brown approved California Assembly Bill ABX2-15, making California the latest state to enact some form of legislation allowing an individual the ability to self-administer prescribed drugs aimed to bring about the individual’s death, and setting forth guidelines under which a medical professional or other person assisting the individual in […]