Divorce and Taxes

Divorce & Separations

Divorce & Taxes: Essential Considerations Separation and divorce in California come with legal and financial challenges. In addition to dividing assets and liabilities, individuals must address family law matters, financial obligations, and tax implications....

New Rules Regarding Real Estate Commissions

Legal, Finance & Tax

The recent settlement between the National Association of Realtors (NAR) and the Department of Justice (DOJ) is changing how real estate transactions are conducted across the country, including in California. These new rules focus on increasing transparency and fair...

Seniors Help Heirs by Decluttering

Heirs & Beneficiaries, Selling Estate Property

As the baby boomer population continues to age, the topic of decluttering has become increasingly important. Many seniors are leaving behind homes filled with decades of accumulated items, which can be overwhelming for their heirs to manage. To avoid placing this...

Changing Law for Small Estates

Legal, Finance & Tax

Update on California Probate Law: Important Changes for Handling Real Property in Estates A new law was finalized on August 29, 2024, that will bring significant changes to how real property is managed in California probate cases. The new Assembly bill modifies key...

Trust v Will when Selling a Home

Legal, Finance & Tax

In California, selling a property differs significantly depending on whether the property is part of a will going through probate or is held in a living trust. Property in a Will (Probate Process) 1. Court Supervision: The property sale in probate requires court...