Medi-Cal Estate Recovery After 55: Probate vs. Living Trust
Watch the videoIf your parent received Medi-Cal benefits after age 55, California may seek repayment from their estate after they pass. Under current rules, that…
Author: Eric Baskett
Joint Tenancy vs. Community Property: Step-Up in Basis in California
Watch the videoWhen a spouse passes away in California, how the home was titled can decide how much capital gains tax the surviving spouse pays…
What a Living Trust Means for Palos Verdes Peninsula Homeowners
Your $2 million home in Palos Verdes Estates deserves more protection than a basic will can provide. Most homeowners across Rancho Palos Verdes and Rolling…
How Rancho Palos Verdes Homeowners Can Set Up and Fund a Living Trust the Right Way
Most Rancho Palos Verdes homeowners who sign living trust documents believe their estate planning work is complete, yet their million-dollar properties remain legally vulnerable to…
Should I Rent or Buy a Home?
Purchasing a home will inevitably be the biggest financial discussion of your life. And the decision as to whether it is the right time to…
California’s One-Year Creditor Deadline: Probate vs. Living Trust
Watch the videoIn California, creditors such as credit card companies generally have one year from the date of death to bring a claim against what…
How to Avoid Probate in Los Angeles County Before a $2 Million Home Triggers More Than $66,000 in Fees
Most Palos Verdes homeowners never see the $66,000 probate bill coming until their family gets hit with it at the Stanley Mosk Courthouse. Your $2…
How Step Up in Basis Can Save Palos Verdes Heirs Hundreds of Thousands on an Inherited Home Sale
The phone call comes at 2 AM, and suddenly you're dealing with grief while staring at a Palos Verdes Estates home worth $2.5 million that…
10 Top Reno’s That Will Up the Sale Price of Your Home
When getting ready to sell your home, it can be hard to know what renovations will get your property sold the fastest and for the…
Things You Shouldn’t Do When Buying a Home
With a never ending list of everything you ‘should do’ when purchasing a home, it seems counterproductive to focus on what you should not do.…