Shawna Murray Law

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Estate Planning Blog

Posts in Estate Planning
Why Having a "Will-Only" Estate Plan Is a Costly Mistake

Find out why only having a Will is going to cost your heirs and beneficiaries a sizeable chunk of their inheritance. Learn how attorney fees and executor commissions are calculated and what some of the other costs of probate are. Discover that a revocable living trust can save your heirs and beneficiaries money and allow them to get more of their inheritance faster.

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Reassessment & Property Taxes

It has been 40 years since Prop. 13 was passed, many Californian homeowners are not familiar with it. This blog entry will provide you with some background on Prop. 13 plus explain some ways you can avoid having the value of your home reassessed (and prevent the likely increase in property taxes) when you have a change of ownership on your home.

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Just Married? Then You Are Ready for Estate Planning.

As newlyweds, I bet you have already spent a lot of time planning a life together and consolidating homes, so this is an ideal time to plan for your future life together as a couple. Leaving things to chance eliminates so many options when it comes to estate planning and can result in unintended consequences if you or your spouse should die without a valid Will or Trust.

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7 Common Problems that Can Arise with Joint Ownership of Property

People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. he appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property without it having to go through probate. Joint property is also perceived to be easy to setup, but joint ownership can also cause unintended consequences and complications.

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