January 2020
- January 22, 2020
- / Brittany Britton
- / CA Law Update, Estate Planning, Senior Citizens, Taxes
- / No Comments
What kind of impact will the SECURE Act have on your estate plan and how your heirs inherit your retirement accounts?
- January 8, 2020
- / Brittany Britton
- / Assets, Taxes
- / No Comments
A quick look at estate tax (or the lack thereof) in California, including the proposal of SB 378, and the impacts it would have had on your estate plan had it been passed.
This is the second and final post in our estate tax series.
- January 3, 2020
- / Brittany Britton
- / Assets, Estate Planning
- / No Comments
Owning your Los Angeles property as tenants-in-common may lower costs now, but have you thought about how it could affect your estate in the long run?