Estate Planning Archives: Estate planning news, resources and more for consumers seeking information about estate planning, living trusts, wills, advance healthcare directives, financial powers of attorney, ways to avoid provide in California and other estate planning issues.

How to Reconvey a Deed of Trust

People often confuse the term "Grant Deed" vs "Deed of Trust". A deed signifies the passage of property ownership from one person to another. Transferring title to real property can be completed by a Grant Deed, Quitclaim Deed, Interspousal Transfer Deed, Trust Transfer Deed or other type of deed that transfers ownership/title. On the contrary, [...]

How to Transfer Real Property Title

Contrary to popular belief, you do not need to hire an attorney to transfer real property title in California. In earlier days, title companies were able to prepare the necessary documents to transfer real property title. Nowadays, title companies no longer offer this service and often refer people to A People's Choice for this routine [...]

By |June 11th, 2017|Estate Planning|Comments Off on How to Transfer Real Property Title

How to Transfer Real Property Title

If you need to transfer real property title in California, you will be pleased to know that the process is quite simple with the right help. Property deeds are used to memorialize the transfer in the County Recorder's office. In the past, title companies offered the services of preparing deeds. Over the years, that service [...]

By |April 28th, 2017|Estate Planning|Comments Off on How to Transfer Real Property Title

What is a Medallion Guarantee?

A medallion guarantee, also referred to as a medallion signature guarantee, is used when buying or selling physical stock and bond certificates. A medallion guarantee is used to prove that the stock or bond owner has the right to sign over his/her rights to the assets being sold. A medallion guarantee may also be used [...]

By |January 15th, 2017|Estate Planning|Comments Off on What is a Medallion Guarantee?

Benefits of a Realty Trust in California

The transfer of the real property in California is often a key concern in estate planning. Sometimes, however, two or more people may want to hold title to real property in a trust that controls how the property is to be distributed at death. This often happens when children inherit property from parents and want [...]

By |January 2nd, 2017|Estate Planning|Comments Off on Benefits of a Realty Trust in California

When a Minor Inherits Property in California Probate

It is not uncommon for a minor to inherit property in California probate. Minors usually inherit property in probate when the decedent dies unexpectedly or when assets are not put into a trust properly. Under California law, when a minor inherits property or a large sum of money, an estate guardian must be appointed. Upon [...]

By |November 11th, 2016|Probate, Estate Planning, Family Law|Comments Off on When a Minor Inherits Property in California Probate