In 2016, a lesser-known alternative to keep a decedent’s home out of probate became available to Californians: the revocable transfer on death or “TOD” deed– a simple and inexpensive way to transfer real property to a beneficiary in California. While a TOD deed is attractive because of its simplicity and inexpensiveness, there are specific limiting criteria and procedural requirements for TOD deeds.

 

Learn about the “ins and outs” in this episode of the Bottled Business Sense Show.

 

 


 

Bill Bernard – WFBLegalConsulting.com

bill@wfblegalconsulting.com

949.698.6222

 

Rick Moscoso – Captivate365.com

rick@captivate365.com

949.667.1182

 

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

 

WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group

 

A Physician Orders for Life-Sustaining Treatment, or “POLST” makes sure that decisions about care at the end of life are written as medical orders that health care providers must follow. The POLST should list the medical care people do or do not want, given their current health condition. Without a POLST, emergency care providers generally must provide such medical treatment to keep people alive.

 

Learn why this is so important to you in this episode of the Bottled Business Sense Show.

 


 

Bill Bernard – WFBLegalConsulting.com

bill@wfblegalconsulting.com

949.698.6222

 

Rick Moscoso – Captivate365.com

rick@captivate365.com

949.667.1182

 

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

 

WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group

Deeds can also be useful when dealing with inheritance issues and the transference of property upon one’s death. There are many different types of deeds that can interact and be utilized as part of your estate planning goals.

Understand the ramifications as well as the scenarios in which these deeds are used by tuning in to this episode of The Bottled Business Sense Show.

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WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group

Bill Bernard – WFBLegalConsulting.com bill@wfblegalconsulting.com 949.698.6222

Rick Moscoso – Captivate365.com rick@captivate365.com 949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group



 

If you die without a will in California, your children will receive an “intestate share” of your property. The size of each child’s share depends on how many children you have and whether you are married. For children to inherit from you under the laws of intestacy, the state of California must consider them your children, legally. Learn more by watching this show.

Also view show at: https://bottledbusinesssenseshow.com/bottled-business-sense-show/

WFB Legal Consulting–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group


A trustee’s duty to provide information, such as an accounting, varies. Learn the pre-requisites and your rights as a beneficiary in this show.

https://bottledbusinesssenseshow.com/bottled-business-sense-show/

Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222

Lawyer for Business–BEST ASSET PROTECTION

Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.


Any estate, whether probated or administered by way of a Trust, may have creditors’ claims that must first be dealt with before proceeds can be dispersed. Learn how these claims originate and how these claims may be satisfied.

https://bottledbusinesssenseshow.com/bottled-business-sense-show/

Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222

Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

 

 



Join us to Discuss the Estate documents critical to establishing a complete Estate plan and to become aware of the scams inherent when using so-called professionals who are not licensed attorneys.

https://bottledbusinesssenseshow.com/bottled-business-sense-show/

Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222

Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.