Thank you to those who were able to join our Rancho Bernardo Community Foundation Video Premiere! Watch the video here: Become a Member A vibrant region is built one community at a time. Join your friends and community leaders whoREAD MORE

Here is a great summary of the STEP Act and it’s impact on Estate Planning from Northern Trust:

A bill has been introduced by Senator Patricia Bates. She introduced Senate Bill 668 in partnership with the Howard Jarvis Taxpayers Association to delay the implementation date of a provision of Prop 19 from February 16, 2021, to February 16,READ MORE

If you do not stay on top of your trust, your heirs could have a hassle in probate court. Many people set up trusts, but forget that their accounts do not “magically flow” into their trust. Below are a fewREAD MORE

Due to COVID-19, many people have had to balance working remotely with caring for their children. That being said, many are using their homes as an office and a school, while also maintaining it as a home.  The difficulty balancing,READ MORE

Thank you for voting us “Best of” Estate Planners last year. We hope you will vote for us again this year! One vote per day. Here is the link:

While some people know they need to update their will but never get around to updating their wills before they pass on, many others believe that their documents are all squared away and do not need to be altered orREAD MORE

Imagine an elderly parent who has a fair amount of only and two children. One is wealthy with luxury properties and married with no children. This child lives far away and only visits occasionally. The other child lives close toREAD MORE

Property owners who want to transfer real property in California to their children may soon lose a valuable tax benefit under state law. California voters will decide on Nov. 3 whether to implement Proposition 19, the “Property Tax Transfers, Exemptions,READ MORE