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Review Your Trust Every 2 to 3 Years

Why should you review your trust every 2 to 3 years?  Many people mistakenly believe that "a trust is a trust" and once it is set up you never have to think about it again.  Estate planning is not stagnant.  Relationships change.  Laws change.  Lifestyles change.  San Diegans gain new assets and...

California voters took to the polls and preliminary results are in….Proposition 19 passed!

California Proposition 19 passed resulting in new questions and opportunities for many here in San Diego and across California.  Proposition 19, entitled: ‘Changes Certain Property Tax Rules’ is good news for homeowners who are 55 or older, disabled, or have been victims of wildfires, or other natural disasters.  The Constitutional...