"Come for a day and stay for a lifetime…"(R)

Transfer of Base Year Value for Persons Age 55 and Over – Propositions 60/90

December 1, 2018

Description Propositions 60/90 amended section 2 of Article XIIIA of the California Constitution to allow a person who is over age 55 to sell his or her principal place of residence and transfer its base year value to a replacement … Continue reading

Read the full article →

Get Ready for Your Master Closet Reno

August 31, 2018

  The layout of your master closet should blend elegant design with convenient usability. The right renovations can turn your closet into a chic gallery that shows off your sartorial taste. Have you been considering an upgrade for your closet? … Continue reading

Read the full article →

Why Prop 5 restores fairness to tax system

August 20, 2018

Seniors in California who want to downsize from their three- or four-bedroom home, now that their children are gone, find themselves facing a costly and daunting dilemma. If they sell, they would lose the property tax protections they’ve enjoyed under … Continue reading

Read the full article →

Protect Your Art, Antiques and Collectibles

August 16, 2018

Moving can be a hectic time. Packing up your home requires careful planning. If you own fine art, antiques or collectibles, you need to take additional measures to ensure your belongings get to your new home safely. Here are four … Continue reading

Read the full article →

5 THINGS TO KNOW BEFORE BUYING WITHIN AN HOA

May 26, 2018

  When purchasing property that is under the jurisdiction of a homeowners’ association (HOA), buyers should be aware of the following five things.   1. The HOA’s Rules   The covenants, conditions and restrictions (CC&Rs) is one of the most important … Continue reading

Read the full article →

Do you have a Will and/or Living Trust?

February 3, 2018

Are you aware that if you do not have a Will and/or Living Trust and you pass away, your property will need to be probated.   In June 2016, a new type of deed took effect in California: The Revocable Transfer on Death … Continue reading

Read the full article →

Energy Efficient Tips to Beat the Heat

August 16, 2017

  As we enter into the lazy hazy days of summer, most of us are seeking refuge in our air conditioned homes with our sprinkler systems running on all four cylinders. Unfortunately, as temperatures skyrocket rise so do our energy … Continue reading

Read the full article →

Four Benefits that Reverse Mortgages can Offer Seniors

August 11, 2017

Baby boomers: the ideal reverse mortgage candidate? According to newly-released government data, 32% of Americans aged 65 to 69 are employed—the highest percentage in 55 years. In addition, 19% of Americans aged 70 to 74 are still working, up from 11% … Continue reading

Read the full article →