California has moved one step closer in treating same-sex couples and Registered Domestic Partners (“RDP’s”) the same as married couples in the context of Medi-Cal eligibility. The Medi-Cal Eligibility Division recently released a draft of instructions to California counties on how to implement legislation signed last year by Gov. Brown (AB 641, Feuer). This legislation proposes new rules… Read More »
Monthly Archives: August 2012
Preserving Your Low Property Tax For Your Children
Q. My wife and I have owned our home, and a rental duplex, for approximately 20 years and have a low assessed value on each. We would like to preserve the low property tax rate for our son. If we pass it to him by gift or by inheritance, would either transfer trigger reassessment and… Read More »
The Presidential Campaign & The Estate Tax
Curiosity and excitement are always to be expected in an election year—especially curiosity about taxes. We all know that each presidential candidate has very different philosophies about where the tax burden lies, how much should be paid, and by whom; but all most of us really want to know is how the implementation of each… Read More »