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...
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? ...
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...
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...
