Since Prop 19 came into effect, many clients used to think that submitting only the claim for reassessment exclusion between parent-to-child form (BOE 19-P) was enough to qualify for the parent-child exemption from property tax reassessment. Now, submitting the Homeowner's Exemption BOE-266 form along with BOE19-P is just as important. Submitting these forms to the assessor within one year of your home's transfer or within one year of the parent's death is instrumental in getting the...

Choosing a successor trustee is an important part of estate planning. Learn how to choose someone you trust to manage your assets, follow your wishes, and protect your beneficiaries.

Creating a trust is an important step, but effective estate planning doesn't end when you sign your documents. Learn why discussing your plan with trusted family members, trustees, and agents can help ensure your wishes are carried out smoothly.