When discussing estate planning with California homeowners, a frequently asked question is whether they can transfer their family home or other property into a trust. Many also wonder if this is possible while the property still has a mortgage. Fortunately,… READ MORE
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When considering estate planning in California, many homeowners assume that using a joint tenancy with right of survivorship automatically protects their property and simplifies inheritance. While joint tenancy can bypass probate and allow property to pass directly to a surviving… READ MORE
Owning property outside California can significantly increase the complexity of your estate plan. For residents of California, integrating an out-of-state home into your estate strategy triggers two important considerations: the risk of needing an ancillary probate, and ensuring proper deed,… READ MORE