Common Ways to Hold Title in California

September 22, 2022By KROST Wealth
Common Ways to Hold Title in California

We often get questions from clients on how to hold title to property they are about to purchase. As real estate might be the most important asset that an individual or couple may own, how ownership is vested is extremely important. Proper titling will affect the current and future rights of parties to the transaction, Read the full article…

Critical Estate Documents

January 25, 2022By Phil Clark, CPWA®,CFP®, CLU®
Critical Estate Documents

Financial Documents Joint Ownership Durable Power of Attorney Living Trust What does it do? Enables you to own property jointly with another person Authorizes someone to handle legal and financial decisions if you become incapacitated Holds your belongings until your death Can it authorize someone to handle your financial affairs if you are unable to Read the full article…