Resources

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Buying and Selling rural, agricultural or equestian property is a unique process and requires the knowledge and experience to properly represent both buyers and sellers to avoid future surprises and problems.  

Such as the following:

Road easements and maintenance agreements

rural zoning and animal use designators

water rights and wells

septic, tanks, fields and reserve fields

This  information takes time and research to gather so nothing is missed.  We have developed resources and get things done in an expeditious and cost effective manner.

We have been active in the exchange business including teaching the course on investment and exchanging at Orange Coast College a number of years ago.  

We were privileged to study exchanging under the masters  ie Marvin Starr of  Miller and Starr who virtually wrote the book.

" Anyone may so arrange his affairs so that his taxes shall be as low as possible. He is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one's taxes. "

 Judge Lerned Hand 

Please reference our pages on probate it will provide an overview of  timelines and basic information that are useful in planning.

We highly recommend that you seek legal counsel that specializes in estates and trusts.

The information we provide on our pages are guidelines that we were provided in obtaining our real estate probate certification.  Please consult with an attorney who specializes in estates and probate

Consider a Trust as an important tool in estate planning

A living trust, also known as a revocable living trust or a revocable trust, is a legal document that establishes a trust for any assets you wish to transfer into it. The main purpose of a living trust is to oversee the transfer of your assets after your death.

Under the terms of the living trust, you are the grantor of the trust, and the person you designate to distribute the trust's assets after your death is known as the successor trustee.

It is important that you consult with a trust attorney and your CPA

We post regularly in our blog with excellent articles about real estate.    We share our knowledge and insights about the current state of real estate with a local look.  

We also share items of interest that affect real estate on a statewide or natiaonl basis.   Many of our articles are published in the local San Diego newspapers.

Some of our blog posts may come from association with our many experts in the fields of accounting, legal, development and  government resources.

If it affects real estate it affects your lives.