At the Assessor's Office, we understand that planning for a secure financial future is a top priority for San Francisco families, epecially during these uncertain times. This past November 3, 2020, CA voters passed Prop 19, which makes changes to property tax benefits for families, seniors, severely disabled persons, and victims of natural disaster in our state.  In response, our Office organized a Digital Family Wealth Forum, designed to provide families with the necessary tools to understand this new law and continue their financial planning. You can watch the videos and learn more about Proposition 19(2020) on our one-stop webpage here.

 

(Photo from 2018 Family Wealth Forum)

 

Background

Assessor Carmen Chu created the Family Wealth Forum, a series of community forums and workshops in San Francisco neighborhoods, because often when speaking with community members she would receive questions about estate planning and passing on a family’s most valuable asset, their home. At the inaugural Family Wealth Forum in 2017, close to 400 people attended, representing every district in San Francisco. Since that event, the Assessor has hosted forums and workshops across San Francisco, supporting hundreds of local families with planning their financial futures.

The high turnout and positive responses from attendees at previous Family Wealth events are a clear indication that there is a need in the community to share information and resources to build financial resilience. We invite you to join us in this online event by registering today.

 

(Photo from 2018 Family Wealth Forum)

 

Video Presentations from July 2020 Family Wealth Forum