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Tag: california

Legal Protection Via Anticipation and Preservation

Legal Protection through Data Retention There are data retention steps that all clients should incorporate into their businesses’ standard operating procedures.  These actions may help to protect the client in the face of a potential claim or lawsuit.  Legal services

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Farm & Ranch Estate Planning: Prop 19

Proposition 19 recently passed in the Nov. 2020 election 51% to 49% and could have a major impact on farm & ranch estate planning. Overview of Prop 19 Starting February 16, 2021, Prop 19 creates significant property tax changes for

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Legal Protection Via Anticipation and Preservation

Legal Protection through Data Retention There are data retention steps that all clients should incorporate into their businesses’ standard operating procedures.  These actions may help to protect the client in the face of a potential claim or lawsuit.  Legal services

Read More »

Farm & Ranch Estate Planning: Prop 19

Proposition 19 recently passed in the Nov. 2020 election 51% to 49% and could have a major impact on farm & ranch estate planning. Overview of Prop 19 Starting February 16, 2021, Prop 19 creates significant property tax changes for

Read More »
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