The Basics of Repeal the Death Tax Act in California
Proposition 19 created serious hardships for many California residents who had hoped to leave an inheritance for their children and grandchildren.
6 Common Questions About Irrevocable Trusts
The concept behind a trust is fairly straightforward. It’s a legal arrangement in which one party, known as the ...
How did Proposition 19 hurt taxpayers?
Proposition 19, titled “The Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire or Natural Disasters Act,” was a measure on the November 2020
Proposition 19’s Ugly Surprise for Apartment Owners and Tenants
A version of this article was first published by Jon Coupal on the Apartment Owners Association of California Inc’s blog.
Can a Reverse Mortgage Be Paid Off?
A reverse mortgage is a loan against your property. Homeowners age 62 or older can tap into the equity in their home and receive monthly payments or a line of credit.
4 Reasons Beneficiaries Should Borrow Against an Irrevocable Trust
When a loved one passes away and leaves money or assets to others, a process must occur for those items to officially transfer ownership. Unfortunately, trust obligations and personal needs do not wait.
How to Manage Your Probate Estate
Since many probate estates have limited liquidity, they’re often difficult to manage.
What You Need To Know About Reverse Mortgage Payoffs
Over the last few decades, many homeowners thought that applying for a reverse mortgage was something to be done only in the most dire and desperate of times.
Proposition 19 and its Impact on Property Tax Reassessment
Proposition 19 (also known as ACA 11), which will go to a vote on November 3, calls for the repeal of Prop. 58 and Prop. 193, leading ..
