When Marie walked into her local CDP office she was seeking assistance in creating a trust. She and her husband have three grown children and two properties. Marie wanted to make sure that if something should happen to her and her husband, the kids could take care of the properties...
A few weeks ago I wrote about a family that terribly botched the transfer of their family home by doing a mixture of bad planning and no planning. They didn't plan for the unlikely possibility that a daughter may predecease her parent. They held title to the family...
There were so many estate planning mistakes made in the scenario I wrote about in my last posting. First of all, it’s probably not wise to make an integral part of your planning the expectation that a child will always survive his or her parent. Sure, it’s a likely expectation,...
The most interesting customer of the day today was a mother and her adult daughter who came in and asked for Probate assistance. We’ll call them Mother and Daughter. Mother’s mother (Grandmother) and Mother’s grandmother (Great-Grandmother) owned a home together as “joint tenants”. Their situation raised a number of thorny...
Legal documents can be extremely complicated, especially if you are unfamiliar with all the legal terms included in these documents. When you need to make changes to your home title for any reason, it is important to hire a document specialist from California Document Preparers, or CDP, to help you...
