Cash to an Heir with a Loan to a Trust
He needed $150,000 immediately to fund some improvements while probate was moving forward.
Mid-Construction and Over Budget
As often happens, he had blown through his construction budget, but with the end in sight no bank would give him the last $1,000,000 to finish his $3,500,000 project
Small Business Gets Funding Using Home Equity
With her health improving she wanted to reopen, and wanted to use a home equity line of credit to move forward …
Senior Buyer Avoiding Tax Liabilities
Kathy, newly retired, had owned a condo in Novato for many years. It was a beautiful second-floor unit, but the stairs were becoming a challenge …
Beating Out the Competition for a Great Family Home
Driving around on a Sunday afternoon Kiri and her husband had stumbled upon the perfect family home in San Anselmo …
Teacher Buys Dream Home
She had found a great house on Keystone Way but had no idea how she could buy it. Her bank told her …