How to Use Prop 13 While You Still Can

Prop 19 takes effect on February 16, 2021, which doesn’t give you much time to take advantage of current law (Prop 13) if it’s the better move for you and your family. If you haven’t read our overview of Prop 19, we recommend doing that first here. Now, here are the ways you can get […]

WARNING: Prop 19 is Here!

The new year always brings new laws, but California’s passage of Proposition 19 has been at the top of our minds because of its potential impact on one of the most fundamental services we provide: helping parents leave their real estate to their children. What was the law before Prop 19? Prop 19 changes Prop […]

When is it Too Late to Plan?

“The best time to plant a tree was 20 years ago; the second best time is today.”     I love sharing that quote with our clients because it really speaks to one of the most common concerns we hear: “Is it too late for me to plan?”   When Should Planning Start? To understand whether […]

Why is it called a “Living” Trust?

There are two ways to think about the word “Living” in Living Trust: First, the word “Living” means that a document is dynamic, not static.  It can be changed and adapted over time.  This is the case with a Living Trust, and is one of its primary benefits.  This is why Living Trusts are also […]

The Living Trust as a Vehicle

During over a decade as an estate planning attorney, I’ve noticed that one of the biggest reasons clients put off creating a living trust (or sometimes never get around to it at all) is simply because they’re confused.  That’s tragic. Legal jargon is confusing, for sure, but visuals allow us to get away from the […]