PROPERTY PROTECTION

Pre-Marital or Post Marital and Life Partner Consultation

Answering your questions regarding community property, separate property, and joint tenancy. Especially useful for second marriages or any marriage where one party has more property than the other party. This consultation is also useful for people who have chosen not to legally marry their life partners.

Real Estate Services

Answering your questions regarding co-ownership and intergenerational co-ownership.

Prop. 13 & 19 transfers.

Processing private real estate transactions between friends and family (transferring real estate, easements, and/or water rights).

Assisting private lenders to secure their loans with solid agreements, notes, deeds of trust.

Assisting executors, personal representatives and trustees to carry out their duties and minimize taxes with real estate.

Want to know how a will or trust could protect your property from the expense of probate, unnecessary taxes, bankruptcy and creditors? Book a Legacy Planning Session.