Ask The Realtor
Ask the Realtor – Why the changing face of homebuyers demands experienced Realtor representation
The demographics of homebuyers are shifting dramatically, as revealed in the National Association of Realtors’ (NAR) recently released study titled “Profile of Home Buyers and Sellers 2024.” These changes signal that expert guidance from an experienced Realtor is not...
Estate Planning – 5 key questions successor trustees should ask about liability in California
Serving as a successor trustee in California involves a complex set of responsibilities, particularly when it comes to handling debts and protecting beneficiaries. Trustees must carefully manage trust assets while also addressing creditor claims, all within the...
Ask The Realtor – Why the Fed’s rate cut didn’t bring down mortgage rates after the election
After the recent presidential election, the Federal Reserve took a step to address economic concerns by lowering its key interest rate by a quarter point, hoping to signal support for financial markets and encourage lending. Many expected this cut to lead to a...
Estate planning and property tax: The parent-child transfer exclusion
In California, estate planning requires careful consideration of property taxes, especially when passing real estate to heirs. A critical tool in minimizing property tax burdens is the parent-child transfer exclusion, which can help reduce taxes for children...
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