Latest updates from Gadi Zohar, Esq.

Prop 19 has passed in California. Time may be VERY limited for some California residents to take advantage of property tax breaks that are going away on February 15, 2020! If you own real property in California, you may want to consider your options. There are several moving parts here, including the intersection of real property taxes and Capital Gains taxes. Here is a short article that explains the basics https://www.sfchronicle.com//Prop-19-passes-but-questions-

The role of a trustee is an important one. While some turn to their family, further consideration may be needed.

When should I review and update my estate plan?

Estate planning can help all adults. However, age can impact what the right plan looks like.

How can individuals ensure a secure future for their family and their estate?

Many people mistakenly believe that an estate plan is only a last will and testament.