Professional Fiduciaries are licensed professionals regulated by the State of California. They are entrusted to provide financial and healthcare options that ensure their client’s dignity and peace of mind. They provide the experience, resources and knowledge to oversee services like paying bills, legal, investment management, medical care, housing, and nutrition, among other things.
Hey everyone! Allow me to reintroduce myself - I’m Miriam Cruz, your friendly Bay Area realtor. My passion is to help people navigate the world of real estate—especially in probate, trusts, and working with seniors. As a proud mom of two energetic boys, I juggle family life and my career with a big smile!
A trustee is a person or entity appointed to manage and protect assets held in a trust. They have a fiduciary duty to act in the best interests of the beneficiaries, who are the individuals that will eventually receive the trust's assets.
A probate bond is a type of insurance that protects the estate from financial loss due to the executor's misconduct or negligence.
Carmen Rosas, founder of Carmen Rosas Law, provides clear and concise explanations for probate, wills, and trust. Whether you're a homeowner, a real estate investor, or simply curious about estate planning, this video will equip you with essential knowledge.
Protect your minor children's inheritance and ensure your wealth is distributed according to your wishes. Learn why a trust is essential for financial planning and ensuring your wishes are fulfilled
In this video, Miriam shares some of the most challenging transactions she has dealt with in probate real estate. She created solutions for her clients to have the best outcome. Empathy and resilience were key in helping her clients through tough times.
En este video, te ofrecemos una guía completa sobre conceptos como la sucesión, testamentos legalizados, herencias, el tribunal testamentario, fideicomisos, planificación patrimonial, ganancias de capital (taxes), bienes raíces, ejecutores, administradores y fideicomisarios. Ya sea que estés lidiando con la herencia de un ser querido, planeando para el futuro o simplemente tengas curiosidad sobre cómo funcionan estos procesos legales, esta guía te ofrecerá información valiosa.
In this insightful video, Carmen Rosas founder of Carmen Rosas Law and Realtor Miriam Cruz discuss the nuances of the overall process of estate planning, probate and trusts.
In this video, I share a personal story about how a client relationship evolved into a beautiful friendship. As a Probate and Trust Specialist, I often find myself entering people's lives during hard times. As you all know, helping people is my passion. Sometimes, these interactions lead to more than just professional connections.