Exploring the Tax Implications of Proposition 19

Clients, friends and colleagues often ask me "how often should I update my estate plan?" Estate planning attorneys commonly recommend that you review your estate plan documents - i.e., your will, revocable "living" trusts, power of attorney for financial matters, and advance health care directives - at least every five years.

Principal John Hartog examines the recent passage of Proposition 19 and its various tax implications[..]

Principal John Hartog examines the recent passage of Proposition 19 and its various tax implications[..]