This is a guide of 10 basic ideas that provide the executor or trust administrator with practical information about property inheritance. Everyone has personal belongings such as baby pictures, a favorite afghan or a casserole dish that hold memories for them and their family members. Passing on to family members these treasured items can be…
DetailsCASE STUDY PROBATE AND TRUST HELP The Challenge The brother of Susan and Bill passed away in 2010 leaving a condominium near UCSD and his personal property to the two of them and another sibling. Susan and Bill were appointed as co-administrators of the estate, which had to go through probate. Their attorney, Cheryl Tannenberg,…
DetailsTo view a 45 second video of Jacquie Clites, click on her name in the above title: Jacquie is an attorney in San Diego. She was introduced to Kim by Attorney Rod Herring. Kim and Jacquie worked together by assisting estate representatives with trust and probate. When it was time for Jacquie to buy her…
DetailsCase Study – Real Estate Trustee The Challenge Nancy, who lives in Atlanta, Ga., was appointed real estate trustee for her aging aunt’s trust. The trust included her aunt’s personal property and a home in San Diego. When her aunt passed away, she was notified of the death by attorney Charles Scott and shortly…
DetailsThe third in a series about Questions to Ask a Real Estate Agent Lastly, determine the specific arrangements with the real estate agent, financial and otherwise. How much do you charge? Don’t ask if their fee is negotiable because ALL real estate fees are negotiable. Typically, real estate agents charge a percentage, from 2.5% to…
DetailsAsk Your Real Estate Agent These Questions, Too. After you have determined the basics about a potential real estate agent, as covered in my previous blog, Questions to as a Real Estate Agent, it is time to delve deeper in how this agent works. Consider asking these questions: What are the top three things that…
DetailsMany sellers interview multiple real estate agents before choosing one. And, just as you are sizing up a potential agent for a good fit, rest assured that they are evaluating you as well. Be wary of agents who don’t ask many questions and/or who fail to thoroughly explore your expectations and aspirations for your property.…
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