Currently Browsing: Estate Planning

Estate Planning Without Hassle? California’s Revocable Transfer on Death Deeds
May 14, 2019

Estate Planning Without Hassle? California’s Revocable Transfer on Death Deeds

For virtually every estate planning need, there is a legal solution. However, with every legal solution there are pros and cons. For those who wish to transfer California real property…

When Is Retaining a Professional Fiduciary a Good Idea?
January 30, 2019

When Is Retaining a Professional Fiduciary a Good Idea?

When we think of estate planning, we often view it as a series of decisions that we make about personal finances, burial arrangements, and other affairs to be managed after…

How Does Divorce Affect Estate Planning?
December 18, 2018

How Does Divorce Affect Estate Planning?

Divorce can impact every area of your life. Not surprisingly, those effects extend to any trust and estate planning that was established prior to, or during the marriage. Regardless of…

Where Should I Store My Estate Planning Documents?
December 12, 2018

Where Should I Store My Estate Planning Documents?

Your estate planning documents are among the most important documents you will ever possess. Therefore, they should be stored securely. However, estate planning documents must also be readily obtainable by…

Avoiding Probate and Passing Real Property to Your Heirs
October 29, 2018

Avoiding Probate and Passing Real Property to Your Heirs

We all hope that after passing, our property will pass to the person or persons we choose. But how do we ensure that will be the case? In California, the…

How Should I Hold Title to My Real Property?
August 7, 2018

How Should I Hold Title to My Real Property?

Deciding how to hold title to real property is more than a simple real estate decision. How your property is titled can have ramifications for your estate plan and your…

What Are My Real Estate Agent’s Obligations to Me?
July 23, 2018

What Are My Real Estate Agent’s Obligations to Me?

When you hire a real estate agent to represent you in buying or selling a home, you are entering into a type of legal relationship called a “principal-agent relationship,” or…

Are Your Taxes Keeping You Up at Night?
May 16, 2018

Are Your Taxes Keeping You Up at Night?

   Recently, our very own Ari David dropped by the set of Real Talk Carlsbad to discuss The Tax Cut and Jobs Act of 2017. One of the most…

How Will the New Tax Plan Affect You?
November 14, 2017

How Will the New Tax Plan Affect You?

A few weeks ago, the House passed a federal tax overhaul plan and sent it over to the Senate for approval. At the same time, the Senate approved their own…

Medical Emergency Information for Parents of College Students
October 10, 2017

Medical Emergency Information for Parents of College Students

You send your kids off to college, young and healthy, with their whole lives ahead of them. It’s unlikely that you picture them enduring a serious medical emergency – or…

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