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A Tax efficient Business Asset Purchase Transaction

November 26, 2022

Asset Purchase v. Stock Purchase: liability issues An “Asset Purchase” involves the purchasing and valuing of the assets of an ongoing business. A “Stock Purchase” agreement, on the other hand, means you’re buying the stocks or shares of a business…

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How to protect your Home from Medi-Cal Estate Recovery

December 8, 2022

How to protect your Home from a Medi-Cal Estate recovery The good news is that Medi-Cal Estate recovery laws are now more favorable. Avoiding Probate can mean avoiding Medi-Cal Estate Recovery. For deaths (of Medi-Cal beneficiaries) occurring after Jan 1,…

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Comming Soon

December 8, 2022
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Don’t Add your child’s name to your Deed

December 8, 2022

Before you add your child’s name to the Deed of your home, read the following Its’ sad but it’s true, many well-intended but ill-advised homeowners add the name of a child to their Quit Claim or Grant Deed only to…

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December 15, 2022

  

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Husband and Wife As Joint Tenants

January 4, 2023

Attention Homeowners holding title as Joint Tenants  For example:        “Robert Smith and Mary Smith, husband and wife as joint tenants” A Quit Claim or Grant Deed held as “Joint Tenants” allows the surviving Joint-Tenant-Spouse, by operation of law, to automatically…

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Frequently Asked Questions FAQs

January 4, 2023

FAQs (Frequently Asked Questions) What is a a Revocable Living Trust ? Revocable Living Trust is an agreement or an arrangement to allow for the distribution of the property of the person setting up the Trust (i.e. the “Settlor” or…

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