En mi carrera he visto a personas sin escrúpulos intentar aprovecharse de los propietarios mayores, quienes a menudo tienen muchísima plusvalía (equity) en sus casas y pueden no estar al tanto de las tácticas modernas de fraude. Como su “Baby Boomer Broker”, mi trabajo es ser su guardián. 3 ...
Continue ReadingOne of the most unpleasant conversations an attorney has to have with heirs today revolves around the “Step-Up” in property taxes. Since the implementation of California’s Proposition 19, the ability for children to inherit their parents’ low property tax base has been severely restricted. What was once a simple transfer ...
Continue ReadingBeing named the executor or administrator of an estate is a tremendous responsibility. When that estate is in California and you are hundreds or even thousands of miles away, that responsibility can feel impossible. How can you manage a property you can’t see? How do you handle repairs, showings, and ...
Continue ReadingSuccessfully settling an estate is a team sport. No single individual has all the answers, and trying to manage everything alone is a recipe for stress and costly errors. As an attorney, you are the legal quarterback, but a successful outcome depends on having two other key players on your ...
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