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Articles written by Diana Wade

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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...

 

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...

 

Common questions about living trust (part 2)

Is it a good idea to put my house in a trust? The main benefit of putting your home into a trust...

 

Common questions about living trust (part 1)

What is the main purpose of a living trust? A living trust is designed to allow for the easy transf...

 

Transferring assets from a trust (part 2)

There are times, as the successor trustee, you may find that the decedent, such as your parent,...

 

Transferring assets from a trust (part 1)

So the question comes up, "How do I transfer assets out of a trust to the beneficiaries?" One...

 

Spousal property transfer

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

 

Transferring property out of a trust

Often there are questions about how to transfer real property out of a trust. Your parents have...

 

What is better, a will or a trust?

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

 

California deeds, part 2

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

 

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