What’s Up with SCA-3?

What’s Up with SCA-3?

What’s Up With SCA-3 As of now, transfers of the family home to the kids Will Not Be Subject to Reassessment Existing Law In California, Proposition 58 allows parents to transfer their primary residence and other real estate with an assessed value of up to $1 million...

Top 5 Tips for Trustees

A trust is a legal contract created by the trust maker. You, the trustee, are overseeing and properly managing the assets in the trust. The assets in the trust are then given to the beneficiaries. The following tips are gathered from What to do When a Loved one...
How to Plan for a Loved One with Special Needs

How to Plan for a Loved One with Special Needs

Planning for your loved one ensures their financial security and quality of life. Here are the three main aspects of planning; understanding financial and medical benefits, brainstorming your estate plan, and utilizing Special Needs Trusts. 1. Understanding Financial...