Tag Archives: California estate planning

What Happens When CA Property Is Not Deeded Into a Living Trust

Revocable Living Trusts are popular in California and a way that lots of people hold title to their real estate and other assets. However, some people forget or neglect to transfer their assets into that trust. Example is that a … Continue reading

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Does a Will Cover Everything I Own?

Does a Will Cover Everything I Own? No. Generally speaking, your will affects only those assets that are titled in your name at your death. Those assets that are not affected by your will include Life insurance. The cash proceeds … Continue reading

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U.S. Estate Tax Is On Your Right to Transfer Property at Your Death

Some people we talk with are confused about what the U.S. Estate Tax is and on what basis that would be owed and paid. According to the Internal Revenue Service the U.S. Estate Tax is a tax on your right … Continue reading

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Options in California Real Estate Contract Transactions

People ask us about possible lease option agreements to sell and buy properties at Orange County, CA. California real estate contracts sometimes have OPTIONS granted to lessees and proposed buyers. A rent-to-own or “LEASE OPTION contract” usually contains an OPTION TO PURCHASE … Continue reading

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Elements to Establish a California Revocable Living Trust

Most people hold title to California real property these days in the name of a “Trust”.  Experienced Realtors and real estate professionals understand what is required and the essential elements to establish a Revocable Living Trust in California: 1.  Intent to … Continue reading

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