The Effect of Proposition 19 on Base Value Transfers for Persons Aged 55 and Older William C. Mason III, Esq., Of Counsel, The Law Offices of Tony J. Tyre, Esq., APC

On November 3, 2020, California voters approved Proposition 19—the Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire or Natural Disasters Act. Effective February 16, 2021, the provisions of Proposition 19 replaced those established by Propositions 58 and 193 with respect to parent to child and grandparent to grandchild real property transfers. Additionally, [...]

By |2024-01-28T03:50:47+00:00November 17th, 2021|Elderly Care, Estate Law, Seniors|0 Comments

In Sickness and Health: Planning for Today and Beyond
By Allyson S. Heller

“Planning is bringing the future into the present so that you can do something about it now.” ~ Alan Lakein During this time of unprecedented uncertainty, it can be difficult to think about planning far ahead, to a time when they are no longer here, but what they fail to realize is a large part of [...]

By |2024-02-20T21:53:54+00:00June 4th, 2020|Elderly Care, Living Trust, Pension|Comments Off on In Sickness and Health: Planning for Today and Beyond
By Allyson S. Heller

Estate Planning in the Era of COVID-19
By Allyson S. Heller

In light of the uncertainty caused by the Coronavirus, many people are scrambling to get their affairs in order. In recent weeks, new and existing clients alike have reached out to me to draft new estate planning documents and update older documents. Fortunately, our office has been able to successfully work with clients in finalizing [...]

By |2024-02-20T22:00:20+00:00June 3rd, 2020|Elderly Care, Estate Planning|Comments Off on Estate Planning in the Era of COVID-19
By Allyson S. Heller

The Power of a Power of Attorney By Allyson S. Heller

A power of attorney allows the principal to delegate authority to the agent, sometimes referred to as the “attorney in-fact,” to act on the principal’s behalf in managing the principal’s financial affairs; however, the principal retains his or her power to perform these same functions. An important component of the power of attorney is “durability,” [...]

By |2024-02-21T03:36:04+00:00August 29th, 2019|Elderly Care, Power of Attorney|Comments Off on The Power of a Power of Attorney By Allyson S. Heller

Planning Is Important

“Planning is bringing the future into the present so that you can do something about it now.” We plan to go on vacation. We plan to have dinner with friends. But when it comes to planning for how we will be taken care of as we advance in age, many of us prefer not to [...]

By |2024-02-21T21:46:16+00:00October 6th, 2017|Elderly Care, Planning, Trust|Comments Off on Planning Is Important
Go to Top