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Why Are Savvy California Entrepreneurs Opting for LLCs for Their Properties? In the vibrant economic landscape of California, savvy entrepreneurs are constantly seeking innovative strategies to safeguard their investments and maximize their financial health. One such strategy gaining traction is transferring property ownership into a Limited Liability Company (LLC). But why...

How to Transfer a Title of Real Estate in California: A Guide for Property Owners California is known for its unique real estate market, and transferring a real estate title in the state requires specific knowledge and understanding of the process. The transfer of a title means transferring ownership from one...

The year is nearly half over and it’s been a rollercoaster. A fluctuating market, rising interest rates, chaos and scandal in Washington. Here on the homefront, it’s summer, and that means baseball. But for loyal A’s and Giants fans, it seems like our favorite teams just can’t catch a break....

There are many things to keep in mind as you plan the distribution of your assets among your heirs for your Living Trust. But for those in their second or third marriages, replacing the name of the former spouse with that of the new one on all assets, including life...

Visitors to California Document Preparers’ website will notice a newly designed site that we launched last week.   We rolled out our new site with neither a whimper nor a bang—a soft opening, if you will, because we wanted to make sure that everything was working smoothly. No splashy announcement or Facebook...

One of our clients created her Living Trust some 12 years ago, and updating her Trust was a 2016 New Year’s resolution. The update was long overdue; since its creation, she’s invested in an IRA, a life insurance policy and some other brokerage accounts. She was going to wait until she...

This week we’re featuring a couple, Scott and Callista, who came in to our Oakland office initially to transfer title on several rather sizeable properties. Scott wanted to add his wife’s name to the title, making them co-owners; this is a fairly simple procedure, one that we can generally execute...

A client recently came in to our Walnut Creek office to prepare her Living Trust. She’d been diagnosed with breast cancer, and while both she and her doctors were optimistic about her long-term prognosis, the disease created a sense of urgency, causing her to think about her life, her priorities...

Probate, as we tell our clients, is easy to avoid by creating a Living Trust, making sure that it’s properly funded with your assets and updated with significant investments and life events. When you die without a Trust, your estate falls into court-appointed Probate, and it’s always a costly, lengthy...

A couple, John and Joan, came into our Walnut Creek office to change the vesting on a deed. Vesting is the manner in which you hold title to your real estate as reflected on your deed. Proper vesting is required every time you file a deed, and includes Sole Ownership, Joint...

We assist a lot of our clients with their Living Trusts. Many people don’t realize it’s not enough to create one—it has to be funded—and just as important—updated when there are important life events. One recent client was referred to us by her realtor—she is trying to sell her property,...