Probate and Trust
In this blog I aim to explain the differences between holding assets in a trust versus going through probate after death. The pros and cons of each option…
Probate
probate and prop 19
Prop 19 and Probate Timeline Proposition 19 mainly highlights the benefits for people aged 55 and above, victims of wildfire and natural disasters, and severely disabled people. But as millennials take over most of the housing market this year, it has already been predicted that this law would severely impact parents and grandparents who were planning on …
How prop 19 affects probate
Proposition 19 on Intra-Family Transfers As we all considering Prop 19 it’s good to note the pros and cons of the proposition. But as I delved deeper into the proposition, I found out that it dramatically affects inheritance. Proposition 19 overview First, let’s review what is included in proposition 19. The law gives the ability for qualified homeowners (55 years and above, homeowners …
Probate 101: The Ultimate Probate Guide
After a loved one passes away, the last thing you want to do is get involved in a complicated legal and financial process. Here I break down the important terms, timeline, cost, and laws that may affect you. Gavel on a table with lawyer and client discussing contract. The Basics: People & Terms Before …
A Definitive Guide to Selling Your House
Deciding to sell your house is a big undertaking that has one too many forms to fill. There is a lot you can do in the months leading up to listing your home that can drastically increase the sale price. This home seller’s guide will walk you through the steps you need to take to …
You’ve inherited a home now what?
Inheriting a home comes with a lot of responsibilities and decision-making by the heir(s). If you have a loved one that has passed on and you’ve inherited their home or are the executor of the estate, below is a guideline to help you through the process before you decide whether or not to sell or …
