Please ensure Javascript is enabled for purposes of website accessibility

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...

An Unfortunate Lesson in Estate Planning from David Cassidy

We may have learned an unfortunate lesson in estate planning from David Cassidy this week.  His death has brought several life lessons to light, and one of them is a reminder to update your estate plan and trust documents every two to three years.  Things change. David Cassidy's daughter Katie was...