Bari was an attorney practicing in civil litigation for 20 years before joining our firm as Trust Funding Coordinator. Bari assists with the review and organization of asset information for our family wealth planning clients, prepares a Family Wealth Inventory, and ensures our clients’ assets are properly funded and in coordination with their estate plans.
Proposition 19 will affect each and every person who owns a property, whether it’s a primary residence, a vacation home, a rental property, or a commercial property.
According to the new law, we have a limited window to take action in order to lock in our property taxes under the old rules.
Please click below to watch a recording of Bridge Law’s webinar discussing Prop. 19 and what you need to know. There are strategies available to us if we plan now!
Watch our Prop. 19 Webinar
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