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Blog Archives

Understanding Withholdings on Real Estate Sales

September 18, 2018
  When did withholding start for California residents? The withholding law applies to dispositions of California real estate by both residents and non-residents which close on and after January 1, 2003. Previously, withholding was only required of non-resident sellers. Why was this withholding law enacted? As part of attempting to balance the state budget, this withholding provision was added to legislation on the last day of the Legislative session in 2002. It was estimated to accelerate collection of $285 million in ...

My Estate Plan or Trust Is Old, is that a Problem?

September 10, 2018
Recent tax law changes also allow me to make many older trusts simpler and easier to use.  If you have a trust older than 2010 than has not been reviewed since now is a good time for a check-up. Here are 5 things to consider about your older Trust or Estate Plan: Are your Asset Schedules up to date? Any Estate Plan or Trust that is more than a few years old almost always has an out-of-date Asset Schedule. Did you buy or sell real estate?  Receive an inheritance? Cash out or purchase stocks or other investments? Life Insurance...?

Brand New Condos Coming Soon To Hayes Valley!

February 24, 2016
You've seen it being built and soon the sales will commence. 388 Fulton is located in the heart of Hayes Valley and is designed for the urbanite that doesn't have a car and doesn't want one! The first sales release is right around the corner and it will include: A limited number of Studios from the high $400,000's One bedrooms from the low $600,000's Two Bedrooms from the high $800'000's You must be pre-approved with one of 388 Fulton's preferred lenders. That will give you the opportunity to participate in their first release AND ...

First Must-Do Before Buying a Home

February 16, 2016
You want ot purchase a home and it's time to get a pre-approval. Stop! A pre-approval isn't good enough in today's market. Take the extra steps and get a fully underwritten Loan Pre-Approval. Fully Underwritten Loan Pre-Approval Loans allow for quick closing times and the seller usually loves a quick close of escrow! Here's what the means: the unerwriter reviews your credit, income, assets and issue a fully underwritten ploan pre-approval with conditions.  This way you are not only confident you can obtain a loan, but the seller will as w ...

Is Buying a Home Better Than Investing in a 401(k)?

February 11, 2016
It stands as the conventional wisdom of the real estate market—the mantra you’ve likely heard over and over from well-meaning friends or family, and even yours truly. It goes like this: “Buying a home is the best investment you’ll ever make.” Which sure sounds pretty awesome if you’ve just bought a home, but let’s take a big step back. Is it true? n many ways and in most cases, yes. Homeownership is a critical step to building wealth and financial security. After all, you’re no longer throwing money at a landlord who can jack up your rent ...

Lake Merced Site Clean-up

February 11, 2016
Site Clean-up is nearing completion at the former site of the Pacific Rod and Range Gun Club along the southern shore of Lake Merced. The remediation is necessary to remove soils that were contaminated by lead, PAH's and arsenic found there after decades of sheet and trap shooting at the site. A public process is underway to determine a new tenant who can provide a variety of recreational opportunities at this beautiful lakeshore location. To learn more about the clean-up project, and about Lake Merced, visit

Why Owning a Home Makes Sense Financially

February 10, 2016
The American Dream of homeownership is alive and well. The personal reasons to own differ for each buyer, with many basic similarities. Eric Belsky, the Managing Director of the Joint Center of Housing Studies at Harvard University expanded on the top 5 financial benefits of homeownership in his paper -The Dream Lives On: the Future of Homeownership in America. Here are the five reasons, each followed by an excerpt from the study: “Few households are interested in borrowing money to buy stocks and bonds and few lenders are willing ...

Is Staging Really Necessary When Selling? Yes!

February 09, 2016
Real estate experts have long been proclaiming the necessity for staging a home before it goes on the market. Just how important is staging? Done correctly, staging can elevate the sales price from six to 20 percent as well as help the sale occur more quickly. What’s the main mantra for staging? Less is more. The idea is to neutralize the home so that potential buyers can visualize their own personal belongings in the space. Here are a few tried-and-true guidelines for staging: • Clean and clean again until everything sparkles! This ...

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