When is Probate Unnecessary?

By | General

Did you know that if your property is held in joint tenancy or community property with right of survivorship probate is unnecessary for that asset. Also, if your property is in a trust probate is unnecessary.  When purchasing a home  our best advise that we give all our clients is to check with your Attorney or CPA and let… Continued

March 4, 2015

“For The Love Of A Child”

By | General

  About six months ago I became a member of the of the Kiwanis Club of Conejo Valley, I am so grateful for the decision that I made. There are so many amazing non-profit organizations to help so many in need. This Saturday, February 21, 2015 at the Ronal Reagan Presidential Library, Childhelp’s Buena Ventura… Continued

February 20, 2015

Tip Of The Day When Buying A Home

By | General

Tip of the day! Don’t forget to find out how much the utilities are each month at the homes you’re viewing. Does the house use gas or electric for the furnace, water heater, and appliances? Leave a comment if you need more information or help.

February 10, 2015

Mortgage rates drop as good news continues

By | General

The current state of the world economy finds Americans increasingly on the desirable side of the haves and have-nots. With consumer sentiment and market indices steadily rising while mortgage rates drop, it is hard not to feel good about the present state of the U.S. economy. As this Reuters graphic shows, the rate for a 30-year, fixed… Continued

January 26, 2015