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

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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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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.

Comments

Norma and Josh ... I hope you are connected with some top probate attorneys in your area ... some you can confidently recommend to your clients for a will and trust.

Posted by Kathleen Daniels, San Jose Homes for Sale-Probate & Trust Specialist (KD Realty - 408.972.1822) over 2 years ago

Good for you guy. The more we educate ourselves the more we can help our clients.

Posted by Jane Peters, Connecting you to the L.A. real estate market (Home Jane Realty) over 2 years ago

Norma Toering Broker for Palos Verdes and Beach Cities - Education is the key to really helping your clients.  It's important to be a valuable resource not only when it comes to selling, or buying real estate, but to also know about how that fits into the bigger picture!

Posted by Laura Allen, Lake Tahoe - Truckee Real Estate for Sale www.TahoeLauraLuxuryHomes.com, Tahoe Real Estate Agent Helping Buyers and Sellers (Coldwell Banker, Tahoe City, CA (530) 414-1260) over 2 years ago

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