2020 Tax Planning Resource Center

Our Family Wealth group has authored several resources to help you understand and revisit your estate plan and gifting strategies in light of potential legislative changes and today’s economic environment.

If you have questions regarding Proposition 19 or would like to discuss potential gift and/or sale strategies related to the legislation, we ask that you first please fill out our Prop 19 Inquiry Form here so we can determine whether we are best suited to respond to your specific inquiry and/or represent you in your matter during this time.

Tax Planning Resources for 2020