Podcast

Call

Estate Taxes

  • Legal Update: One Big Beautiful Bill Act

    From the Desk of San Diego Estate Planning Attorney Kristina R. Hess with contribution from Rachel Lee 
In July 2025, the One Big Beautiful Bill Act was signed into law, making permanent many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) and introducing new opportunities for families, business owners, and high-net worth individuals.…

  • Increased Property Taxes for Loved Ones Following the Passage of California’s Prop 19?

    With the passage of Proposition 19, California property owners face new challenges and opportunities in estate planning, particularly regarding property tax reassessment. Here’s what you need to know to effectively plan for these changes, including increased property taxes: 1. Understanding Proposition 19: Effective February 16, 2021, Proposition 19 significantly altered the rules for property tax…

  • 2025 Estate Tax Update

    As we enter 2025, it’s important to stay informed about the current estate tax exemptions and laws that may impact your estate planning. Here’s a brief summary of 2025 estate tax update: These updates highlight the importance of reviewing your estate plan to ensure it aligns with current laws and your personal goals. As always,…

Categories