Avoid These Nine Common Estate Planning Mistakes

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In an ongoing series, I will bring you articles on financial and estate planning sourced from my CPA and investment manager, Steve McCarthy.  Steve and I are also part of the Peninsula Chapter of the Foundation for Personal Financial Education, a non-profit helping individuals acquire the skills to handle their estates and investments. Thanks to long-standing [...]

Take These Steps To Protect Your Home From Water Damage

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This is a great checklist to protect your home from this projected ten days of rain we’re supposed to get on the Peninsula.  I have several contractors and/or handymen I can refer you to tackle the bigger (or any) jobs. “For people, water is necessary for survival. However, for a house, water can be a [...]

Counties That Accept Prop 60 Basis Transfers (Current as of 12/28/2010)

Under Prop 60, if you and or your spouse is over 55 (when your home sells) you have a one time allowance to take your tax basis into a replacement home in one of 8 counties (assuming you are changing counties).  You can, of course, transfer that basis within the county you already own the [...]

Relocating, Retiring or Trading Down, Know the Issues

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If you are considering relocation out of the area or trading down to a property more suited to your lifestyle, here are three things to be sure to discuss with your tax and estate planning professionals: 1)      CA Propositions 60 & 90…Propositions 60 and 90 allow anyone 55 or older to transfer the adjusted base [...]

Great Seller Tips from National Assn of Realtors

Selling Tips Top 10 Remodeling Project Paybacks Plus the top 10 cities where remodeling returns the most dividends. Are you in one of them? Find out in the 2008–2009 Cost vs. Value Report, from REALTOR® magazine and Remodeling. Style, Stage and Sell! REALTOR® magazine presents the latest trends in home design so you and your REALTOR® together [...]

Have a Great Thanksgiving, Will Update on December 1

Check back here on December 1 for Emerald Hills Open Houses.  Have a great Turkey Day and don’t forget to hit the Emerald Market for all your supplies!

Emerald Hills Open House & Market Report for Weekend of September 18 & 19

Here we go, into the final stretch for 2010.  Early October through November will give us a glimpse of what 2011 may have in store for us.  Below is the line up this weekend, go check some out! Housing inventory has dropped off since June’s high of 52 to August at 45 homes on the [...]

Emerald Hills Open House Report

Light load this weekend.  Perhaps everyone is thinking the 49ers vs. Seachickens NFL opener is going to sap the crowds.  Might be right!! Don’t forget the Emerald Hills Picnic at the Elks Lodge on Saturday!!  1-5pm. Street Address List Price Beds Baths (F|P) Bldg SqFt Open House Schedules 1005 LAKEVIEW WY $2,549,000 4 2|1 3,820 [...]

Emerald Hills Market Stats for Jan-Jun, ’09 vs. ’10

Emerald Hills has experienced similar trends to the National market but with an interesting twist.  Unit sales volume for the first half of the year was up significantly, but average sales price was relatively unchanged (very slightly down actually).  There was a noticable falloff in Q4 last year and it looks like we are already headed [...]

Emerald Hills Real Estate – National Market Snapshot

Winston Churchill was once quoted as saying “If you are going through hell, keep going”.  The Emerald Hills real estate market isn’t doing quite that but making sense of all the market data and picking trends does give one pause. Two reports this morning on CNBC offer insight into consumer sentiment and long range forecasting.  [...]