Episode 57

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Published on:

24th Sep 2024

Protect Your Real Estate Legacy with the Power of Trusts

In this episode of The Jones Zone, host Darryl Jones sits down with Stephanie Kitzes, an experienced estate planning attorney, to dive deep into the complexities of real estate ownership and planning in California. Stephanie brings her wealth of knowledge to the table, offering crucial advice on how to protect your real estate assets, avoid probate, and ensure a smooth transition of property to heirs. Whether you're a homeowner, a real estate investor, or someone interested in estate planning, this episode is packed with practical advice and actionable insights. Don’t miss out on learning how to safeguard your real estate investments and ensure they benefit your loved ones.

Episode Highlights:

  • The different ways to hold title in California and the implications of each method.
  • Why placing real estate into a trust is vital for avoiding costly probate and ensuring your property is managed according to your wishes.
  • Common mistakes homeowners make when transferring property into a trust and how to avoid them.
  • The impact of Prop 19 on inherited properties and what homeowners can do to protect their assets.
  • The importance of working with a qualified estate planning attorney to avoid pitfalls that could cost your family time and money.

Key Questions Asked:

  • What are the key benefits of holding real estate in a trust compared to other forms of ownership?
  • What happens to real estate when the title is not held in a trust and the owner passes away?
  • How does the probate process work in California, and what are the typical timeframes and costs associated with it?
  • How does holding title in a trust affect property taxes in California, particularly with Proposition 19?
  • What steps should homeowners take to ensure their title is held in a trust properly?

Guest Information:

Stephanie Kitzes

Email: stephanie@kitzeslaw.com

Phone: (949) 517-2275

Website: https://kitzeslaw.com/  


Contact Darryl: 

Darryl & JJ Jones Real Estate 

Email: darrylandjj@gmail.com 

Phone: (714) 713-4663


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About the Podcast

The Jones Zone
Podcast Presented by Darryl and JJ Jones
Tune in to The Jones Zone: The top real estate podcast for anyone looking to grow their real estate knowledge! With over 30 years of real estate experience, Darryl Jones aims to help people solve their biggest problems, and accomplish their home ownership goals. Whether it's obtaining the highest prices for his sellers, providing his listeners advice that is actionable in today's market, or just simply connecting by way of authentic conversation, Darryl's witty personality, and down-to-earth character are sure to encourage and uplift, while also being informative and entertaining. Whether you're a first-time homebuyer, or someone just looking to learn more about being a homeowner, The Jones Zone will help you take your real estate game to the next level!

About your host

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Darryl Jones

For over three decades, Darryl Jones has been a trusted advocate in real estate, helping individuals achieve homeownership dreams. His vision is to provide valuable and impactful content that resonates with listeners in Southern California and beyond.