What Prop 19 Means for CA Homeowners and Estate Planning

What Prop 19 Means for CA Homeowners and Estate Planning

Written by Robert Nickerson Within the 2020 election, proposition 19, a constitutional amendment for property tax transfers and exemptions was approved. This is the biggest change to property taxes in California since prop 13 in 1978. For obvious reasons, home owners need to understand the new consequences of it and what it’s going to do…

National Alzheimer’s Disease Awareness Month: Planning After a Diagnosis

National Alzheimer’s Disease Awareness Month: Planning After a Diagnosis

November is National Alzheimer’s Disease Awareness Month. Alzheimer’s Disease is a degenerative brain disease caused by brain cell damage. Early symptoms include not being able to remember new information. Cognitive ability continues to decline, and eventually seemingly simple tasks like speaking and walking are troublesome. Every 65 seconds, someone in the United States develops Alzheimer’s Disease….

National Special Needs Law Month:  New Rules for ABLE Accounts

National Special Needs Law Month:  New Rules for ABLE Accounts

By Jill Roamer J.D. With National Special Needs Law Month coming to a close, let’s take a look at recent final regulations issued by the Internal Revenue Service (IRS). The new regulations clarify rules regarding ABLE accounts.​ABLE accounts were authorized by the Achieving a Better Life Experience Act of 2014. To be eligible to open an ABLE…

4 Unfortunate Estate Planning Myths

4 Unfortunate Estate Planning Myths

​Written by Robert Nickerson Let’s say your finally considering getting an estate plan created. Congratulations, your taking a big step into creating something that will give your family relief in which a plan is laid out in the worst-case scenario. After all, going through the process may sound like it can be stressful and even…