Financial Resources & News

Prop 19 Revisited: A godsend for homeowners across California

By: Henry VanBuskirk, CFP®, Wealth Manager One of the greatest and most time-consuming decisions that a person can make during their lifetime is choosing when and where to move to. For many seniors, this move is done right after they retire, which only heightens the importance of that decision. The goals of moving may be to be closer to family, to downsize, or you just simply liking the area...

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What Happens When You Move? CA Proposition 19 Explained

By:  Crystal Kessler, CFP®, Wealth Advisor/Financial Planner Proposition 19 limits property tax increases for seniors, disabled persons, and disaster victims needing to replace their home, and limits property tax increases on transferring family homes used as primary residences. Proposition 19 or The Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire or Natural...

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Plan Now Before Prop 19 Takes Effect

California is about to go through a dramatic change to real estate and property tax assessments with Proposition 19 (Prop 19) going into effect on February 16, 2021. Prop 19 replaces Proposition 58 (Prop 58), which has provided a favorable transfer of real estate from parent to child. It is important to understand these changes to see if you need to make any immediate changes to your real estate...

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