It’s the new year and with that comes new goals! Usually, people vow to get in better shape or to save money for something big. However, we tend to start off strong and have no follow-through. Creating an estate plan is a lot like getting into better shape. We all know we should do it, but most of us never make it to the finish line because the task seems daunting.
In November’s recent election, California passed Proposition 19 (Prop 19), which has changed two important California property tax assessments that could have a lasting impact on your estate planning.