Blogs

Santa Barbara Trust Attorney: Reduce Your Tax Burden with a Qualified Personal Residence Trust

A family home or vacation property is often the most valuable asset in their estate. While the homeowner may want to leave their cherished property to children or other beneficiaries as an inheritance, taxes can quickly thwart well-meaning plans. The sad truth is that without proper planning, most heirs simply cannot afford the tax bills…

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Elder Law Update: 1st Qtr 2018

In our recent Elder Law Update newsletter, we explore whether you should use genetic testing to determine if you are predisposed to Alzheimer’s disease.  We also discuss important Veteran’s benefits that may help you or your spouse obtain in-home care or assisted living.  Read more below:

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