Entries by Marc Garlett

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Prop 19 Effects Property Tax Reassessments on Inherited Real Estate

Proposition 19 changes the way real estate may be passed down from parents to children in California. Here are 6 key things you should know about this new law: Prop 19 eliminates the ability for children to receive property from their parents without a property tax reassessment unless (adult) children use the property as their own primary […]

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3 Estate Planning Concerns for Married, Same-Gender Couples

Now that same-gender couples can legally marry in all 50 states, more Americans than ever before are enjoying the rights and benefits that come with marriage. Estate planning is one arena where these new rights and benefits are readily apparent. While the planning vehicles available to same-gender and opposite-gender married couples are generally the same, […]

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The Real Cost To Your Family: Not Updating Your Plan

If you’re like most people, you probably view estate planning as a burdensome necessity—just one more thing to check off life’s endless “to-do” list. You may shop around and find a lawyer to create planning documents for you, or you might try creating your own DIY plan using online documents. Then, you’ll put those documents […]