Blog Posts in December, 2016

Real property that is not entitled to special exemption is valued at the base-year value determined under Proposition 13 guidelines, adjusted for inflation. As provided in Article XIIIA of the CA ...

Consider including pet care provisions in your estate plan – set aside sufficient funds to be put in carefully selected hands to take care of your service or companion animals. If you own a horse, or ...

Pre-Death Planning determines the cost, length, and efficiency of Post-Death Administration. A common misconception is that having only a Will is sufficient estate planning. Although a Will does name ...

The Revocable Transfer on Death Deed: are Trusts a thing of the Past? The California legislator enacts thousands of laws each year. On January 1, 2016, Assembly Bill 139 became the law, known as the ...

A recent California superior court decision held that merchandise credits not redeemable for cash are not subject to California Unclaimed Property Law. The court also held that these credits qualified ...

Estate Planning During a Pending Divorce To protect the rights of each spouse during a dissolution or legal separation, and to preserve the financial status quo, Family Code § 2040 imposes Automatic ...