Virtual Workshop | Estate Planning (Hybrid) | January 26, 4 PM
What You Should Know About Prop. 19 and Your Home – ENCORE PRESENTATION
We are excited to announce that Rob Rosborough is returning for an encore presentation on Prop 19! For many older adults in Marin, their home is their most valuable asset. Helping ensure that your heirs—and you—get the most value from it can be a complex decision. When Proposition 19 passed in November 2020, it significantly altered how to make that decision. Learn what factors you need to consider, whether the decision involves selling your home to downsize or move into assisted living or whether it is about the best way to leave it to your heirs. Rob will discuss what changes Prop. 19 brought and will preview a big change to federal tax law under consideration that affects your home as well.
With gratitude to our sponsor, Valley Memorial Park Cemetery and Funeral Home, the presentation will be held on Zoom, Wednesday, January 26 at 4:00pm. To register for this free workshop, call 415-456-9062 x4800, email [email protected], or by clicking here.
