• Since many probate estates have limited liquidity, they’re often difficult to manage.

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  • Over the last few decades, many homeowners thought that applying for a reverse mortgage was something to be done only in the most dire and desperate of times.

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  • Proposition 19 (also known as ACA 11), which will go to a vote on November 3, calls for the repeal of Prop. 58 and Prop. 193, leading ..

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  • In 1986, California voters approved a constitutional amendment under Proposition 58, allowing the exclusion of property tax reassessments when parents transfer property to their children.

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  • The general concept of a trust is relatively simple – a formal arrangement where a party (trustor) assigns control of their property or assets to a second-party (trustee) on behalf of a third-party (beneficiary).

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  • Before getting into the details on reverse mortgage payoffs and how they work, it can be helpful to understand what a reverse mortgage is and why a loved one might get one.

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  • When a parent dies and leaves his or her estate to children and other heirs, the estate assets must be equalized before any money or property can be distributed.

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  • Managing probate estates can be problematic for many reasons, many of which are caused by lack of liquidity in the estate.

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  • Trustees, executors, private fiduciaries, and estate and trust attorneys routinely encounter common problems when administering cash-poor trusts or probate estates after someone passes away.

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  • If you are in need of a private loan, it’s helpful to understand the process to put your mind at ease. It’s not as scary or as involved as people may assume.

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