Palos Verdes Lifestyle - Norma Toering 310-493-8333

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Probate, Wills, Trusts and Such

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Today, Josh and I attended an estate planning seminar for real estate professionals regarding probate (and how to avoid it), wills (basically a letter to a probate judge), and trusts. It is our goal to be a constant source of valuable real estate information for our clients by attending a variety of educational seminars and classes, then passing the information along to our clients. Palos Verdes Home Values - Broker Charlemagne

Purchasing, selling or shifting an asset to an entity requires careful consideration as there can be tax and financial ramifications. We are not specialists in law or tax experts, but we highly recommend consulting with a professional in the appropriate field prior to selling or buying a property. The right attorney or CPA will be as valuable to you as the right real estate agent. Both can help you structure the sale or purchase to limit future liability and reduce the tax bite. Quite literally, they can be worth their weight in gold.

  • Norma Toering, Broker-owner of Charlemagne Intl Properties 310-493-8333

5 Stars

Sell Smart, Buy Wise and Live Well

Norma Toering - Real Estate BrokerNorma Toering & Team
Broker-Owner - Charlemagne International Properties
310.493.8333 - Email Norma

 

 

 

 

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PalosVerdesLifestyle - Norma's award winning site as the best Palos Verdes homes and real estate blog since 2007.

  • Selected by Relocation.com as one of the top ten Los Angeles area real estate blogs.
  • Chosen by MovingCost.com as one of the best Los Angeles realty blogs.
  • Awarded 5 out of 5 stars by Lender411 blog review. 
  • Ranked by Technorati in the top 1% of all blogs.
  • As seen in the Daily Breeze newspaper.
  • Rancho Palos Verdes Top Real Estate Agent

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Based on information from the Association of REALTORS®/Multiple Listing as of the initial date of this article/blog publication and /or other sources. Display of MLS data is deemed reliable but is not guaranteed accurate by the MLS. The Broker/Agent providing the information contained herein may or may not have been the Listing and/or Selling Agent.

Probate, Wills, Trusts and Such
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