The Heir's Guide To Inheriting Property
Protect Family Ties, Uphold an Enduring Heritage, and Create Wealth for Generations.
Turning Legacy into Wealth: Expertly Navigate Probate with Ease.
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Download the Probate Guide
The Probate Guide is your right-hand companion to preparing your finances for your home purchase.
Calculate How Much You Can Afford To Buy
The Exact Steps To Take To Build Your Credit
Budget Planner To Save Up For Your Down Payment And Pay Down Debt
Choose The Right Loan For Your Specific Situation
How To Buy If You’re Self-Employed
A Simple Plan For Paying Down Your Mortgage Faster After You Buy
What You'll Learn In This Workshop
Preventing Family Disputes in Probate
Prevent conflicts in probate cases where 44% lead to family disputes. Use our Family First Framework to navigate emotional challenges, preserving family bonds and honoring your loved one's legacy.
Preserve and Enhance Your Inheritance
Empty homes may lose 1-2% in value each month. Join our workshop to learn the EstateEase Model, gaining techniques to stop depreciation and reveal hidden value in your property, turning liabilities into assets.
Strategies for Long-term Wealth Creation
Inheritances are key to generational wealth. This section delves into your financial choices to assist you in finding the best strategies to maximize the financial potential of your inherited property.
The Crucial Role of Personal Representatives
Understand the crucial role of the Personal Representative in estate administration. This workshop segment clarifies their responsibilities, emphasizing the need for legal guidance to handle estate tasks efficiently and steer clear of common pitfalls.
Effective Estate Management Tools
Probate can be intricate, but with the right tools, it becomes manageable. We provide practical resources and a network of vendors to simplify estate management, guaranteeing the preservation and growth of your inheritance.
Post-Inheritance Financial Planning
Strategic post-inheritance financial planning is essential. Find the financial experts to lead you through tax planning and wealth management strategies, ensuring a secure financial future for you and your loved ones.
Hi, I'm Daniel!
Top 1% Producing Realtor since 2003 Buyer's agent ”Listing agent”Relocation”Property Management As a leading realtor in the Bay Area, with more than 21 years experience, Daniel Cheng has the experience and knowledge it takes to help his clients achieve their real estate goals. With Daniel, results show. Sellers see an average of listings selling over list over 80% of the time. Buyers often see home purchases negotiated by Daniel result in a purchase price which quite often is lower than what others offer, while still getting the offer accepted. This is done through his strong negotiation skills and the relationships and trust that he has built with other real estate professionals through out the years. Hard work, dedication and an accurate understanding of the real estate market at all times is the secret to his success. He also never falls short of putting his clients needs first. At times, top realtors often share responsibilities with others just so they can move on to find more clients and/or get more listings, but Daniel believes in a personal touch to every one of his transactions. Daniel's clients know that it is very important to him that his they find him easily accessible. Daniel carefully pays close attention to detail as only a realtor with over 21 years of real estate experience and proven results can offer. Daniel feels that that is the only way to ensure that each transaction will flow smoothly and successfully. Daniel is the designated Realtor with Dignity Health hospitals, Saint Mary's hospital, Saint Francis hospital, and Chinese hospital as well. He was chosen out of a long list of Realtors to be the go-to person for all recruits in the Dignity Health organization. When listing your property with Daniel, his involvement with these organizations helps to give you that extra exposure which is the name of the game when selling your home. He also has many other networks of buyers as well as many foreign buyers. Daniel's strong negotiating skills, market knowledge and aggressive marketing skills, has enabled him to have a client retention level of over 90%.
