What Market Cycles Teach Us About Estate Planning Every few months, headlines seem to swing from optimism to panic — the economy is either booming or on the brink of recession. It’s no wonder people feel uneasy. But the truth is, economic ups and downs are a normal part of the business cycle. The economy…
Should You Put Your Timeshare Into a Trust? Timeshares can be wonderful for making vacation memories, but when it comes to estate planning, they can also be one of the trickiest assets to deal with. Unlike a home or retirement account, a timeshare isn’t just about ownership—it comes with ongoing fees, limited availability, and, sometimes,…
Real Estate Deed Fraud Is on the Rise—Here’s What You Need to Know Lately, a few clients have asked me about real estate fraud, especially after seeing a recent presentation by El Dorado County Recorder-Clerk Janelle Horne. If you own property—especially property without a mortgage—it’s important to be aware of growing scams targeting California property…
Should You Sell, Gift, or Keep Your Home Until Death? A Guide to Making the Right Decision If you’re a homeowner in California, you’ve likely wondered about the best way to pass your property to your loved ones. Should you sell it during your lifetime, gift it now, or hold onto it until death? Each option has tax and financial implications that could impact both you and your heirs. Here’s what you need to know. The Step-Up in Basis: A Key Advantage of Keeping Property Until Death In California, when the owner of…
