In 1986, California voters approved a constitutional amendment under Proposition 58, allowing the exclusion of property tax reassessments when parents transfer property to their children. Ten years later, provisions [...]

The general concept of a trust is relatively simple - a formal arrangement where a party (trustor) assigns control of their property or assets to a second-party (trustee) on [...]

Before getting into the details on reverse mortgage payoffs and how they work, it can be helpful to understand what a reverse mortgage is and why a loved one [...]

When a parent dies and leaves his or her estate to children and other heirs, the estate assets must be equalized before any money or property can be distributed. [...]

Managing probate estates can be problematic for many reasons, many of which are caused by lack of liquidity in the estate. Private lending can help executors efficiently and responsibly [...]

Trustees, executors, private fiduciaries, and estate and trust attorneys routinely encounter common problems when administering cash-poor trusts or probate estates after someone passes away. These problems include how to [...]

If you are in need of a private loan, it’s helpful to understand the process to put your mind at ease. It’s not as scary or as involved as [...]

Written by Mara M. MahanaClients planning their estates often want to keep matters as simple and straightforward as possible—both for themselves and for their heirs after they pass away.  [...]