2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

Mortgage Loans to Irrevocable Trusts and Probate Estates

There are a number of situations where a borrower doesn’t qualify for a traditional loan and that’s often true in solving the challenges of real estate lending for irrevocable trusts and probate estates.  Conventional lenders are reluctant to lend money to these entities, refusing loan approval until the entity has been dissolved and title converted to an individual interest.   Heirs…

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Have You Suffered Unexplainable Investment Losses?  Have You Started Questioning Any of Your Financial Advisors’ Decisions?

If the title of this blog caught your attention, possibly you have found yourself questioning whether your financial advisor’s recommendations for your portfolio are in line with the goals you both discussed.  Here are a few questions to ask yourself to see if your situation may need attention: Have you seen a dramatic drop in your account value? You’ve been…

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2890 N. Main Street, Suite 206
Walnut Creek, CA 94597

925.943.2740

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