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In this podcast episode hosted by Stew Jenkins, Ben Heilig, a managing partner at HCS Equity, discusses the Howard Jarvis Taxpayers Association ballot initiative aimed at repealing parts of Proposition 19 (adopted in 2020) if you vote for it on November 5th, 2024. He talks about why you should support the Howard Jarvis Taxpayers Association […]

When a reverse mortgage borrower passes away in California, the loan becomes due and must be paid off in full within the first six months of the homeowner’s death. Repaying the loan in such a short time frame can pose considerable stress if heirs don’t have the necessary funds. Selling the property is one of […]

In recent years, the construction of Accessory Dwelling Units (ADUs) has been on the rise, and it’s not hard to see why. These secondary housing units have gained significant popularity across California and for a number of good reasons. By providing additional housing units within existing properties, ADUs offer an innovative solution to increase the […]

In the ever-evolving real estate world, the process of buying and selling properties can often be intricate and pose considerable challenges even for the most successful property investors and homeowners. Whether you’re a seasoned investor looking to expand your property portfolio or a homeowner ready to move from one property to another, understanding how bridge […]

In the complex tapestry of estate planning and inheritance, transferring a property from one generation to the next can be a challenge. The trust or estate are often faced with the daunting task of not only managing assets, settling estates, and navigating legal procedures, but also securing the capital needed to create the liquidity for […]

Due to their potential for a significant return on investment in a relatively short time frame, fix and flips have become increasingly popular in the real estate world. But there can be a financial barrier to getting started, regardless of whether you’re a first-time flipper or a seasoned professional. Luckily, the fix and flip loan […]

During an estate or trust administration when multiple beneficiaries inherit shared ownership of a real estate property, one or more beneficiaries may decide to obtain full ownership of the property. For this purpose, they must “buy out” the remaining beneficiary (s) who prefers to receive cash for their share of the asset. If the beneficiary […]

Probate Estate Loans: How They Work and When to Use Them The probate process can be long and complicated; it can take anywhere from a few months to several years, especially if there are conflicts or disputes among beneficiaries about the inherited property. With the property being tied up in probate it makes it difficult […]

Click here to DOWNLOAD the official petition RIGHT NOW The Howard Jarvis Taxpayers Association, California’s leading taxpayer advocacy group, has filed an initiative with the Office of Attorney General that will restore the right of parents to transfer their home and limited other property to their children without reassessment to market value. The “Repeal the […]

Navigating property matters among siblings following inheritance can be intricate. Often, one sibling wishes to retain the property, while others might prefer a cash settlement for their share. In such scenarios, a trust loan might be an option as a solution for the sibling wishing to retain the property. Let’s find out how trusts loans […]