Articles written by Diana Wade

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 By Diana Wade    Local News    April 13, 2024 

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...

 
 By Diana Wade    Community    March 30, 2024

What about those strawberries?

Did you know that California produces over 91% of the strawberries in the U.S.? Florida is second wi...

 
 By Diana Wade    Community    March 16, 2024

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...

 
 By Diana Wade    Local News    March 2, 2024

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...

 
 By Diana Wade    Local News    July 22, 2023

What is estate planning?

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

 
 By Diana Wade    Local News    July 8, 2023

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...

 
 By Diana Wade    Local News    June 24, 2023

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...

 
 By Diana Wade    Local News    June 10, 2023

What is estate planning?

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

 
 By Diana Wade    Local News    May 13, 2023

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...

 

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