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2 06, 2018

Living Trust vs. Will

By |2018-06-08T20:16:08+00:00June 2nd, 2018|Wills & Trusts|0 Comments

Living trusts and wills are legal methods used to denote beneficiaries and the division of assets when a person dies. Although these two documents are similar, they each follow different ways of defining divisions. In California, the law allows an estate to have one or both documents. Choosing the best method depends on costs, the [...]

22 04, 2018

Grow Your Wealth in Real Estate With a 1031 Exchange

By |2018-06-08T20:16:08+00:00April 22nd, 2018|Wealth|0 Comments

1031 ExchangeA 1031 Exchange (also known as a like-kind exchange) is a method to defer taxes in real estate transactions. An individual who owns any type of investment real estate is able to defer paying capital gains tax upon selling by reinvesting in a replacement property of equal or greater value. This article will cover [...]

6 03, 2018

A New Service in the Real Estate Market- Fix’n’List

By |2018-06-08T20:16:08+00:00March 6th, 2018|Fix n List|0 Comments

Selling a home is an important financial decision for any homeowner. Whether it is a sale of necessity, such as relocation, hardship, or the sale is due to a change in lifestyle, the bottom line is the property needs a new sold at the highest price possible, and the faster and easier the sale the [...]

9 02, 2018

The Wild and Wacky World of Probate

By |2018-06-08T20:16:08+00:00February 9th, 2018|Probate|0 Comments

Upon death, a person’s belongings go through a legal process, known as probate, before any heirs can collect their new legal property. Even if the deceased left a last will and testament, some form of legal confirmation is needed in order to make a legal transition of ownership. With estates valued at less than $150,000 [...]

8 01, 2018

Home Mortgage Loan Process

By |2018-06-08T20:16:08+00:00January 8th, 2018|Mortgage, Uncategorized|0 Comments

A new home mortgage is stressful so it is imperative to secure a loan officer who is trustworthy. Referral is a common way to find one, perhaps through a real estate broker. The loan officer runs a credit report and asks the applicants questions regarding finances and the house. Crunching these numbers helps this lender [...]

14 12, 2017

To Buy, or Not To Buy – New Home

By |2018-06-08T20:16:08+00:00December 14th, 2017|Buying a Home|0 Comments

(Everyone dreams) Even if you've always dreamed of owning a house or condo, and the home buying process can be intimidating. Everything from coming up with a down payment to finding the right lender, a number of considerations make the decision to rent vs. buy a complicated one. Whether you're weighing the benefits of owning [...]

8 11, 2017

What You Need To Know About Estate Planning

By |2018-06-08T20:16:08+00:00November 8th, 2017|Estate Planning|0 Comments

Estate planning is the management of a person's assets accumulated during their life and after their death. An estate can be everything that an individual has accumulated over their lifespan including cars, a single family home, apartment building, jewelry, real estate, bank accounts and any other type of property. Regardless of how wealthy or poor [...]