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Serving Huntington Beach, California
Huntington Beach estate planning, tax and bankruptcy.
Estate planning, tax and bankruptcy advice for Huntington Beach, with particular attention to homes that have appreciated over decades of ownership.
A great many Huntington Beach families bought a long time ago and are now sitting on a property worth several times what they paid. That is a good problem, but it is a problem. It drives whether probate can be avoided, how much of the equity is protected if debts become unmanageable, and what happens to the property tax assessment when the house passes to children.
Proposition 19 narrowed the parent to child transfer rules considerably. Plans written before it took effect often assume an outcome that is no longer available, which is a good reason to have an older plan reread.
In practice
What Huntington Beach clients usually come in with
- 01
An estate plan written years ago that has never been revisited, often with a trust that was never funded.
- 02
A question about passing the family home to children without triggering a property tax reassessment under Proposition 19.
- 03
Debt pressure where the question is how much home equity California's homestead exemption protects, a figure that is adjusted for inflation every year.
The firm does not keep an office in Huntington Beach. It keeps one office, in Newport Beach, and serves clients across the state. That is said plainly here because a page claiming a local presence that does not exist is not worth reading.
Schedule a consultation
Understand your options. Make an informed decision.
Whether you need assistance with estate planning, a tax matter or a bankruptcy question, the office is available to help you understand your options. The first conversation costs nothing.