Articles written by Diana Wad
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Who benefits from a trust?
If you are reading this article, I am assuming you are at least thinking about an estate plan. So, l...
What about those strawberries?
Did you know that California produces over 91% of the strawberries in the U.S.? Florida is second wi...
It's marmalade season at A Taste of Tehachapi
Did you know that California is the largest producer of citrus in the country? California supplies...
What is Trust Administration?
Example: My mother just passed away. She had a living trust. I need to distribute the assets. After...
Why would my attorney recommend a payable on death account?
With a payable on death account or paid on death account, you name a beneficiary who gets the accoun...
Add a child to your home
I get calls all the time from a parent that wants to add their child to their home. Typically this...
MediCal charge back (part 2)
Read part one in the Jan. 6 issue of The Loop newspaper. After the effective date of the law, its...
MediCal chargeback (part 1)
A Trust can save you hundreds of thousands of dollars by avoiding MediCal benefit "chargeback" or...
What is step-up basis and why should I know about it?
I know I'm a nag. I nag because it's so important to plan now for your family when you die. It's...
Spousal or Domestic Partner Property Order
My wife died recently and I need to transfer the property into my name. How do I do that if my name...
What is better, a will or a trust?
It's hard to believe the Holidays are upon us again! Sitting around the Thanksgiving dinner table,...
A Taste of Tehachapi
Fall is officially here! The leaves are turning colors and floating (or maybe whipping is a better...
A Taste of Tehachapi
A Taste of Tehachapi has a number of jams, both with and without sugar. Here are just a few ideas...
A Taste of Tehachapi
Fall is in the air. The days are getting shorter and I noticed some frost the other day on my roof....
What is better, a will, or a trust?
It is hard to believe it is fall again in Tehachapi. Soon it will be Thanksgiving and then...
What is step-up basis and why should I know about it?
I know I'm a nag. I nag because it's so important to plan now for your family when you die. It's...
Why should probate be avoided? (part 2)
In the simplest cases, those in which there are no difficult creditor claims, disputes over...
Why should probate be avoided?
The cost is the worst part of a probate. When property passes through full probate, the estate will...
What is estate planning?
In a fundamental sense, estate planning is about control. With an appropriate estate plan in place,...
What is better, a will, or a trust?
It's hard to believe we are in the middle of summer! Now is the perfect time to get your estate...
The difference between LLCs and corporations
So you have a new business...what form should it take? Is an LLC better than a corporation? Or...
What is estate planning?
In a fundamental sense, estate planning is about control. With an appropriate estate plan in place,...
Common estate planning documents (part 1)
Will Preparing a will has long been a fundamental building block of any estate plan. With a...
Learn the benefits of a living trust
If you are reading this article, I am assuming you are at least thinking about an estate plan. So...
What is step-up basis and why should I know about it? (part 2)
Step-up in basis is the reset in the cost basis of an inherited asset to its fair market value on th...
