Tag Archives: 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

Posted in California laws, California real estate, California real estate laws, Estate planning, Taxes and estate planning, Trust & Probate Property | Tagged , , , , , , , , , , , , , , , , | Leave a comment

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

Posted in Estate planning, Taxes and estate planning | Tagged , , , , , , , , , , , , , , , , , , | Leave a comment

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

Posted in California real estate laws, Option to buy property | Tagged , , , , , , , , , , , , , , , , | Leave a comment

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

Posted in Estate planning | Tagged , , , , , , , , , , | Leave a comment

California Court Clarifies When Beneficiaries Can Sue Trustees … And When They Cannot

This article is copied here with permission of the author, Keith Davidson, Riverside, CA, trust and estates attorney – California Trust, Estate & Probate Litigation Blog – www.aldavlaw.com – his email at keith@aldavlaw.com.  ______________________ California Trust and Will litigation is like building a puzzle.  There are … Continue reading

Posted in Estate planning | Tagged , , , , , , , , | Leave a comment

Shady Canyon Homes at Irvine CA Real Estate

  Shady Canyon at Irvine CA Real Estate has some of the most handsome and expensive luxury homes listed for sale at Orange County. The Irvine Company originally built and sold 400 exclusive homes and lots for buyer custom homes at … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , | Leave a comment

Why Use a Revocable Living Trust in California Estate Planning

    Why do financial estate planning?    Protect your property and assets from probate.    Protect your heirs from creditors and lawsuits. Designate guardians for children.  Plan for time of potential incapacity.   Maximize the privacy of your financial affairs         … Continue reading

Posted in Estate planning, Explore the OC, Uncategorized | Tagged , , , , , , , , , , , , , , | 1 Comment

Ways to Protect Your Estate Assets from Lawsuits at Orange County CA

  Probate courts in California are full of people prosecuting lawsuits and claims against decedent estates, trusts, trustees, administrators, executors, heirs, beneficiaries, and family members and caretakers.  So do your financial estate planning at Orange County CA carefully and protect your assets as … Continue reading

Posted in Decedent estate property, Estate planning, Explore Real Estate | Tagged , , , , , , , , , , , , , , | Leave a comment

Selling Decedent Estate Property at Orange County CA – Part One

Experienced REALTORs® and real estate professionals in California who help trustees, decedent estate representatives, executors and administrators, to sell real property are familiar that good estate planning, including use of a REVOCABLE LIVING TRUST, transfer of property to such trusts, and why that’s important. When property in California is transferred … Continue reading

Posted in Decedent estate property, OC home value guide, OC property value guide, Orange County home values, Probate properties, Trust & Probate Property | Tagged , , , , , , , , , , , , , , | 1 Comment