Estate Property, Family & Heirs
A Guide to Making Thoughtful Decisions and Honoring Memories As a real estate agent specializing in probate transactions, I often work with clients who are navigating the challenging and emotional process of handling a loved one’s estate. One of the most daunting...
Estate Property, Finance & Taxes
Under California law, anyone can draft their own will, which is acceptable. However, if you choose not to draft your own will, it is crucial to understand that only an attorney is legally permitted to draft a will for someone else. Do It Yourself Drafting your...
Estate Property, Family & Heirs
Inheriting an Occupied Home: Navigating Tenant and Family Dynamics as a Personal Representative Inheriting a home as the personal representative of an estate can be a complex and emotionally charged situation, especially when the home is occupied by a family member...
Estate Property, Personal Rep
Navigating the complexities of managing an estate in probate as a personal representative is no small feat. I understand the emotional weight and intricate decisions that come with this role, especially concerning the real estate you’re handling. Based in Sonoma...
Estate Property, Family & Heirs
Understanding Living Trusts for Real Estate: A Guide for Homeowners As a homeowner, managing your assets effectively is crucial for planning your estate, and one valuable tool at your disposal is a living trust. This legal arrangement can significantly impact how your...