Property tax reassessments occur when a property changes ownership. There are exceptions for transfers between married couples, state registered domestic partners, transfers between parents and children and for other limited circumstances. For years, and even prior to...
Serving The Bay Area And All Of California For More Than A Decade
Year: 2019
Choosing a Trustee
A Successor Trustee should be exactly that – someone who will take over management of your Trust should you ever need and definitely someone whom you trust. When considering who you might want to choose, there are both practical and emotional considerations. The...
Horizons Foundation Event: 10th Annual State of the LGBTQ Movement
Johnston, Kinney & Zulaica LLP proudly supports Horizons Foundation and their event: 10th Annual State of the LGBTQ Movement. “Join national and international leaders of the LGBTQ movement for a discussion on where our movement is headed as we approach 2020....
Medicaid Qualifications
Medicaid is a health insurance program provided by the federal government through which individuals with limited financial resources receive assistance in paying some or all of their medical bills. Medi-Cal is the California state program, which provides Medicaid...
Who Might You Take Care of?
Only 35% of all people have estate planning documents according to a recent article. In the Bay Area, the numbers look a bit higher. But having said that, who in your life would want or hope that you would intervene on their behalf if something went wrong, and do...
Determining Your Date of Separation
In January of 2017, the California Legislature passed a law amending the Family Code allowing a couple who is still living under the same roof to be considered “living separate and apart” for purposes of establishing a date of separation prior to filing for divorce. ...
Why Estate Planning Is Important
When a person dies without leaving a will, it is called intestacy. When one dies intestate, their estate enters probate, a legal process in which one’s property is identified, inventoried, and distributed to heirs. Probate is a “one-size-fits-all” system that does not...
Johnston, Kinney & Zulaica LLP and BRIO Financial Group present MoneySmarts 199A Tax Deduction Seminar
Are you self-employed or run your own business? Thinking of starting a small business? Come listen to our partner, Deb L. Kinney, and Brandon Miller and Kevin Tusing present MoneySmarts 199A Tax Deduction Seminar. “The next seminar in our Money Smarts series will...
Tax Cuts and Jobs Act – Effect on Spousal Support and Alimony
By Dannielle M. Campbell What we know. The Tax Cuts and Jobs Act of 2017 repealed the alimony deduction to paying spouses for any divorce or separation instrument executed after December 31, 2018. What is the alimony deduction? The alimony deduction allows the payor...
Federal employee and married?
For the first time in twelve years, federal employees have a chance to add or increase their group life insurance with no medical exam or health questions asked, but only during the month of September. FEGLI-eligible employees may also elect additional coverage on the...