Epiphany: On Charitable Giving

We ended our 2020 blogging on a more somber note. Seemed appropriate. Coincidently, this week’s blog falls on the Epiphany. I can’t think of a better way to start the new year than taking a moment to consider our blessings and good fortune. 

Whether you are a believer in...

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Prop 19: I Voted For What?

There are winners and loser in every piece of legislation. On this past election day, a slim majority of California voters passed Proposition 19.  The winners: firefighters who will receive funds from the projected new tax revenue; and wildfire victims, severely disabled, and homeowners over 55 who wish to move within California....

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How Has COVID Affected Your Estate Plan?

The COVID pandemic has led to many changes in the economy which may have short- and long-term effects on your existing estate plan.  If you have not revisited your plan in the past 3-5 years, now may be a good time to do so. Particularly with potentially large estates, this could be...

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