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Estate Planning 101 for CA Property Owners
The Office of San Francisco Assessor Carmen Chu and Housing and Economic Rights Advocates invite you to join our upcoming webinar Estate Planning 101 for CA Property Owners. Passing on your home starts with a plan. HERA will explain what an estate plan is and how it can help you and your loved ones during your lifetime as well as after your death. The workshop will cover key documents of estate planning, which include living trust, will, financial power of attorney and health care directive.

At the Assessor’s Office, we understand that planning for a secure financial future is a top priority for families across our state. For many Californians, your home can be your biggest asset, but laws around inheriting properties can be complicated. In this workshop, the Assessor’s Office will help you to understand CA’s laws around property taxation and provide information on how your family may be able to access tax savings when transferring property from one generation to the next.

Objectives:
1. Develop an understanding of the basic components of an estate plan and why it is important to have an estate plan in CA.
2. Develop an understanding of CA’s laws around property assessment and tax savings available to CA homeowners when transferring property within families.
3. Understand where to go for additional information and resources on these topics.

Mar 25, 2020 11:00 AM in Pacific Time (US and Canada)

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