Important Propositions To Remember When Transferring Real Estate in California
Have you thought about how you would transfer real estate to your children if need be? Here are facts about important propositions to remember when transferring your property to children: Proposition 13: This proposition applies only to California real estate and...
Finding the Estate Planning Attorney Who Is Right For You
Many individuals who are looking for an estate planning attorney look for a personal connection with that attorney, but there are many other characteristics which should be taken into account when choosing an estate planning attorney which suits your...
Cal ABLE is Here (Disability Benefits Act)
For many disabled Americans, maintaining eligibility for public benefits and saving for long-term financial security are mutually exclusive. The ABLE act will finally change this for Californians. Under current policy, if an individual’s personal assets exceed a total...
Important Tips To Consider For Your Incoming College Student From an Attorney’s Perspective
Turning 18 is a big milestone – not just from a parent’s emotional perspective, but also for the 18-year-old, who is almost stepping into adulthood. As amazing as turning eighteen can be, the ‘to-do” items associated with it should not be overlooked. Starting at 17,...
KMUAAA Convention in Toronto, Canada
Brett Lytle will be a guest speaker at Kaohsiung Medical University Convention in Toronto, Canada.
CalABLE is Coming Soon – by, Danielle Al-Abed
For many disabled Americans, maintaining eligibility for public benefits and saving for long-term financial security are mutually exclusive. The ABLE act will change this for Californians. Under current policy, if an individual’s personal assets exceed a total of...
Property Tax Reduction on this November’s Ballot: Your Quick Guide to Proposition 5 – Sophia Y. Cizmarik
** Previously reported this article stated that there was no age limitation which is an error. The age limitation is 55 years or older. ** On next November’s ballot, California Proposition 5, the “Property Tax Transfer Initiative,” would add a wrinkle to...
End of Life Option Act – Up in the Air
Current Developments: End of Life Option Act is up in the air. This article was written by Danielle Al-Abed. California’s “End of Life Option Act” now hangs in the balance as a result of opponents recently challenging the validity of the legislation. The act allows...
Of Hearts And Minds – Estate Planning For Families With Kids
If you are a parent and have children, this series on estate planning for families with kids is designed to address your basic estate planning questions. When I meet with clients with children under the age of 18, I talk in terms of Hearts and Minds. Imagine a world...
Upcoming Seminar: New Tax Act! – How it Affects You, Your Clients, and Real Estate Ownership
New Tax Act! - How It Affects You, Your Clients and Real Estate Ownership Date: Tuesday, April 10, 2018 Time: 3:30 PM - 5:30 PM Location: Futura, 1010 Valencia Street, San Francisco, CA 94110 To Register for this free event, please Click Here Stay current on...
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