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California Title & Property: Things you need to know

Understanding Living Trusts

Frequently asked questions about Living Trusts and reasons why estate planner recommend Living Trusts as an option to hold title to real property.

Section 1031 Exchange

Learn more about the Like-Kind Exchanges Under IRC Code Section 1031.

Propositions 58 & 193: Parent/Child/Grandparent Property Transfer Eligibility Requirements

Frequently asked questions, forms needed, and requirements & guidelines.

How long should you save records?

Find out the holding period and the best place to save for every type of document/record.