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living trusts estate planning will probate la canada real estate

Why have a living trust?

One of the first things George and I did after having children was create a living trust. This is a legal document similar to a will. Both outline exactly what your wishes are in regard to your dependents, your heirs and your assets. A primar...

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Mills Act

The Mills Act and historic preservation

The Mills Act is a California program which allows owners of qualified historic homes to receive a property tax reduction. Cities utilize the Mills Act to encourage historic preservation. Each local government establishes their own criteria.  ...

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zillow real estate la cresenta listings

The dirty secret of major real estate websites

This may come as a surprise. When  you complete your contact information when accessing real estate web sites such as Realtor.com and Zillow you generally aren’t getting in touch with the actual listing agent. Most likely you are providing y...

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askphyllis real estate question, real estate q and A

First Time Buyer Woes

Dear Phyllis, We have been married for five years and managed to save over $50,000. Although, we haven’t started a family, we really want to purchase in La Crescenta because of the school district. With a starter home going for well o...

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Senior Resource Center

How to Plan Your Retirement Move

Ideally you have been planning the financial aspect of retirement for years. Deciding where to live is another matter. Obviously the amount of equity in your home will impact where you relocate. The good news is that Southern California re...

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askphyllis real estate question, real estate q and A

Uncooperative Sellers

Ask Phyllis is a blog series of frequently asked real estate questions.  Have a question about real estate?  Email us here Dear Phyllis, We made an offer for $25,000 over asking price which the seller accepted. We initially met the sell...

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A first time home buyer begins to settle in

A first time home buyer begins to settle in

My youngest daughter works in Beverly Hills and the daily commute from La Canada is overwhelming. Because rents are astronomical we tackled the rent versus buy dilemma. Tenants have little security over rent increases, or worse notice to vacate...

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The Wells Fargo Debacle

The Wells Fargo Debacle

I previously worked in the mortgage banking industry and know firsthand how corrupt and dishonest many bankers are. I followed the mortgage meltdown carefully and am trying to keep current on the recent Wells Fargo debacle. Wells Fargo &...

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