About that Missing Grant Deed…
If you have worked with me in the past about your estate planning, and if you own a house, you will recall that one of the first pieces of information I ask for from any new client is a copy of their Grant Deed. What is a Grant Deed? It’s the 1-3 page document that was signed by the previous owner, to you, when you bought your house. It was recorded with your County Recorder, and it was mailed directly to you a few weeks after purchase of the house was complete. A Grant Deed tells exactly how you took title, whether it was you alone or you with a spouse, whether you used middle names or...
Read MoreWhen Should I Review and Amend My Documents?
Fall Greetings! I hope you all are faring well during these difficult times. There are a number of questions that people ask me often. This year, I am often asked if I am still open for business. Yes, I have worked full time throughout the year. Since March, I have been working mostly from home and meeting clients only by phone and on-line. Early into the pandemic, I converted all of my systems to be able to work remotely. So if you’ve been hesitating to contact me, please know that I am fully available. The other question that I often receive is this: when is it time to review and amend...
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