Proposition 58 excludes from reassessment transfers of real property between parents and eligible children in San Diego county and in California. “Child” is broadly defined. Property taxes can be kept lower for one’s “family.” It has nothing to do with… READ MORE
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Property taxes – giving your house to your kids California allows real estate owners to transfer their residence to their children without increasing the real property taxes. It has nothing to do with whether the owner has a living trust,… READ MORE
Consumers and professionals prefer the use of a revocable living trust in San Diego instead of a traditional will. There are numerous benefits to creating a trust over the living will as the primary estate document too. For those that… READ MORE
Many parents create their estate plan, but never speak to their family members about it afterward. While it’s important to create an estate plan, it’s equally important that parents discuss the details of their legal will in San Diego with… READ MORE
Three Things to Consider When Hiring Estate Planning Services in San Diego Many believe that estate planning services in San Diego are only for the wealthy; therefore, they assume that they do not need an estate plan. An estate plan… READ MORE
By making a revocable living trust, you have reduced the cost and expense of administering your estate at death. The slow, tedious, and expensive probate process is avoided. The person you named as successor trustee takes over for you. But… READ MORE
Can you, or a family member, find your trust (a copy) or your will (the original)? Many decades ago, the family lawyer who wrote the original will would want to hold onto it (with the client’s permission), and not even… READ MORE
You want to refinance your San Diego house which is in your trust. Interest rates are reasonable, if not low, for mortgages, or “deeds of trust”. But you fear that rates might rise soon, so you want to work fast… READ MORE
How to Probate a Will in San Diego Wills, estates, trusts, beneficiaries… There are so many terms that are unfamiliar when dealing with estate planning. For instance, what is probate? What happens when a will goes through probate? When must… READ MORE
Estate Planning in San Diego: Avoiding Probate Probate isn’t always necessary. Some property can pass straight to the heirs of an estate without the need for lengthy court procedures and/or proceedings. However, what if an owner of an estate wants… READ MORE