Senior Buyer Avoiding Tax Liabilities
Kathy, newly retired, had owned a condo in Novato for many years. It was a…
Cash to an Heir with a Loan to a Trust
He needed $150,000 immediately to fund some improvements while probate was moving forward.
Beating Out the Competition for a Great Family Home
Driving around on a Sunday afternoon Kiri and her husband had stumbled upon the perfect…
Mid-Construction and Over Budget
As often happens, he had blown through his construction budget, but with the end in…
Small Business Gets Funding Using Home Equity
With her health improving she wanted to reopen, and wanted to use a home equity…
Teacher Buys Dream Home
She had found a great house on Keystone Way but had no idea how she…