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Serving Huntington Beach, California
Huntington Beach estate planning, tax and bankruptcy.
Estate planning, tax and bankruptcy advice for Huntington Beach, where many families own homes bought decades ago.
Many Huntington Beach families bought their homes long ago, and the house is now worth several times what they paid. That value affects 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, so an older plan should be reviewed.
In practice
Matters that often come up in Huntington Beach
- 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 have an office in Huntington Beach. Its one office is in Newport Beach, and it serves clients across the state.
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Get advice on your situation before you decide.
Call or write about an estate plan, a tax problem or a bankruptcy question. The first conversation costs nothing.