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(949) 756-0684

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Property Tax Exemptions

Some transfers of California real estate between parents and children are exempt from reassessment. That means that your children might get to keep your low Proposition 13 taxes! Your children may exempt from reassessment (1) your primary residence and (2) $1,000,000 of...
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Does Mom Need Help?

“Your mother’s doctor called to tell you in a few days she can return home but she’ll need someone to help her at home with cooking, cleaning, and bathing.” or “Mom seems okay but papers are piling up, bills aren’t getting paid,...
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How to Get Started

Contact us for a free consultation to discuss your estate plan at 949-756-0684. We will send you a questionnaire for you to complete and have available at the consultation. (Or click here to Download the Questionnaire.) You and your spouse must be...
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