The Loop Newspaper - Tehachapi's Online Community News & Entertainment Guide

Articles written by Diana Wad

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 By Diana Wade    Local News    January 21, 2023 

California deeds, part 2

This article (part 2 of 2) will help you understand California deeds, including the different types...

 

California deeds, part 1

This article (part 1 of 2) will help you understand California deeds, including the different types...

 

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...

 

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...

 

What is better ... a will or a trust?

It's hard to believe we are in the holiday season again! It sure seems this year has flown by. Now...

 

What is estate planning?

In a fundamental sense, estate planning is about control. With an appropriate estate plan in place,...

 

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...

 

MediCal Chargeback (part 3)

Another major benefit for creating a living trust in California has to do with public benefits. For...

 

What is better, a will or a trust?

Summer is almost at an end and the kiddos are back in school. Now is the perfect time to get your...

 

MediCal Chargeback, part 2

After the effective date of the law, its implementation requires the following list of governmental...

 

MediCal Chargeback, part 1

A Trust can save you hundreds of thousands of dollars by avoiding MediCal benefit "charge back" or...

 

Legal Document Services in Tehachapi, part 3

If you are reading this article, I am assuming you are at least thinking about an estate plan. So...

 
 By Diana Wade    Local News    July 23, 2022

Legal Document Services in Tehachapi, part 2

If you are reading this article, I am assuming you are at least thinking about an estate plan. So...

 
 By Diana Wade    Community    July 9, 2022

Legal Document Services in Tehachapi, part 1

Did you know that more than half the people in the United States die without an estate plan? ...

 
 By Diana Wade    Community    June 25, 2022

Spousal transfer

Question: My husband died recently and I need to transfer the property into my name. How do I do tha...

 
 By Diana Wade    Community    June 11, 2022

Changes in 2022 for TOD deeds

The 2022 changes are to mitigate the risk of improperly procured TOD deeds by changing execution...

 
 By Diana Wade    Community    May 28, 2022

What is better, a will or a trust?

A trust will streamline the process of transferring an estate after you die while avoiding a...

 
 By Diana Wade    Community    May 14, 2022

Why would my attorney recommend a payable on death account? (part two)

The are some drawbacks with POD account, of course. You can't name an alternate or contingent...

 
 By Diana Wade    Community    April 30, 2022

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...

 
 By Diana Wade    Community    April 16, 2022

Common questions about the use of a Transfer on Death Deed (part three)

What does my beneficiary need to do when I die? Your beneficiary must do all of the following: (1)...

 
 By Diana Wade    Community    April 2, 2022

Common questions about the use of a Transfer on Death Deed (part 2)

If I sell or give away the property described in a TOD deed, what happens when I die? If the deed...

 
 By Diana Wade    Community    March 19, 2022

Common questions about the use of a Transfer on Death Deed (part 1)

When you die, the identified property will transfer to your named beneficiary without probate. The...

 
 By Diana Wade    Community    March 5, 2022

Common estate planning documents (part 1)

Preparing a will has long been a fundamental building block of any estate plan. With a properly draf...

 

What is better, a will or a trust?

A trust will streamline the process of transferring an estate after you die while avoiding a...

 

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