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Archives for June 2013

Elder Law Estate Planning: Protecting Seniors from Scams

If It Looks Too Good to be True… The sender – unknown. The subject header – “You’ve Won a Million Dollars..!” It couldn’t come at a better time. You’re retired and living off social security. Some extra cash would be grand. The email directions to collect seem easy enough. Simply deliver your birth date, social […]

2013 California Real Estate Tax Law: Homeowners Exclusion Specifics

Buying vs. Renting in Golden State You’ve been a renter your entire life. It’s not that you haven’t had the means. It’s simply been cheaper to rent than buy in the Bay Area. The tides have changed. Recent statistics show that home ownership is now more affordable than renting in all but 2 of 100 […]

California Estate Planning Law: Schematics of Titling Real Property

California Dreamin’ for Couples Yes! I knew there was another reason to get married. Ya, ya, I know, the whole love thing… Just kidding, honey. All joking aside, there’s enormous financial implications to how married couples title real property in California, creating the need to strategize with relation to other estate planning docs under California estate […]

California 2013 Tax Law: Homeowner Exclusion & 1031 Exchange Interplay

Strike While the Iron’s Hot The local real estate market is rising. With limited inventory and a huge influx of buyers and investors, many with all cash offers, it’s now a “seller’s market” in the Bay Area. Cha-Ching! The turn-around has sparked your desire to retire. Your Santa Clara home is worth a million more than when you […]