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Tag: portability

Estate Planning Update for Fall of 2012

Estate Planning Update for Fall of 2012

Here is an interesting portion of an article by Michael D. Whitty discussing some estate planning considerations for the latter part of 2012.   Conditions Remain Favorable for Lifetime Gifts and Other Estate Planning Transactions   As covered in our August Estate Planning Notice, the combination of a higher gift tax exemption through 2012 and low … Continue reading Estate Planning Update for Fall of 2012

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Prop 19 – Property Tax Changes

On November 3, 2020, California Residents passed Proposition 19 (2020) The Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire or Natural Disasters Act (“Prop 19”). Prop 19 drastically changes California’s property tax laws. Prop 19 makes amendments to the state’s Constitution that are important for property owners in California: Prop 19 eliminates … Continue reading Prop 19 – Property Tax Changes
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