Articles written by diana wad
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What is step-up basis and why should I know about it? (part 1)
I know I'm a nag. I nag because it's so important to plan now for your family when you die. It's...
A Taste of Tehachapi: What about those strawberries?
Did you know that California produces over 91% of the strawberries in the United States? Florida is...
A Taste of Tehachapi: More about marmalade
If you drive down to Bakersfield you will see citrus trees loaded with fruit. But what can you do...
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 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,...
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...
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...
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? – n...
Spousal transfer
Question: My husband died recently and I need to transfer the property into my name. How do I do tha...
Changes in 2022 for TOD deeds
The 2022 changes are to mitigate the risk of improperly procured TOD deeds by changing execution...
What is better, a will or a trust?
A trust will streamline the process of transferring an estate after you die while avoiding a...
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...
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...
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)...
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...
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...
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...
Grant deeds and quitclaim deeds
Often a client will ask me to transfer a property and will ask about which deed is best. Since I am...
