Probate, Wills, Trusts and Such

Real Estate Broker/Owner with Charlemagne International Properties BRE# 01147470

blog house with question mark

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


This entry hasn't been re-blogged:

Re-Blogged By Re-Blogged At
Home Selling
California Los Angeles County Rancho Palos Verdes
norma toering
estate planning when selling palos verdes real estate

Spam prevention
Show All Comments
Kathleen Daniels
KD Realty - 408.972.1822 - San Jose, CA
San Jose Homes for Sale-Probate & Trust Specialist

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.

Jan 27, 2016 03:59 AM #1
Jane Peters
Home Jane Realty - Los Angeles, CA
Los Angeles real estate concierge services

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

Jan 27, 2016 04:22 AM #2
Laura Allen, Lake Tahoe - Truckee Real Estate for Sale
Coldwell Banker, Tahoe City, CA (530) 414-1260 - Tahoe City, CA
Tahoe Real Estate Agent Helping Buyers and Sellers

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!

Jan 29, 2016 07:30 AM #3
Show All Comments

What's the reason you're reporting this blog entry?

Are you sure you want to report this blog entry as spam?


Norma Toering Broker for Palos Verdes and Beach Cities

Palos Verdes Luxury Homes in L.A.
Ask me a question
Spam prevention

Additional Information