CA Law Update

If Proposition 19 passes, what does that mean for how your children inherit?
What kind of impact will the SECURE Act have on your estate plan and how your heirs inherit your retirement accounts?
If you were an estate planning client of my office between 2015 and 2016, please keep this important information in mind.
Prior to Transfer on Death (TOD) Deeds being available in California, the only way to pass property outside of probate was by creating a living trust...

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