Trust This. September 8, 2023.

Land Trust | Asset Protection

 Happy Friday and the end of a short week for many of us! September is National Guide  Dog Month. We have been fortunate over the years to adopt both a retired senior guide dog (Gayle) and a “dropout with health issues” guide dog (Edward) from Southeastern Guide Dogs. While the dogs are amazingly smart and well-trained, there […]

Trust This. September 1, 2023.

Land Trust | Asset Protection

 Happy Friday! Today is National  College  Colors Day, so be sure to wear your favorite school’s colors. Situation Awareness: If we hold Orange County real property in trust for you, please note that the property appraiser has amended all of the TRIM notices we received. The county refuse and recycling rate is increasing to $290 in 2024 rather […]

Trust This. August 25, 2023.

Land Trust | Asset Protection

 Happy Friday! Situation Awareness: The 2023 Real Property TRIM notices are flowing into our offices for the properties we hold as trustee. We scan about 150 to 200 a day and upload them to the client portal. We then share them with clients via e-mail from the portal. If you receive an e-mail mentioning “Clio,” please […]

Trust This. August 18. 2023.

Land Trust | Asset Protection

 Happy Friday! August just happens to be both National  Dog  Month and “ Happiness  Happens” Month. Coincidence? I think not. 1 big thing: Converting brown buildings green A recent study reports that about 11% of “brown” office buildings could be converted cost-effectively to affordable “green” housing thanks to COVID-19 and the Inflation Reduction Act. Why it matters: If true, it could solve […]

Trust This. August 11, 2023

Land Trust | Asset Protection

Happy Friday! Today is National Play-in-the-Sand Day. As a child, we had a sandbox. Unfortunately, the local  cats,  raccoons, and other wildlife also enjoyed “playing”  in the sand. So that didn’t last long. Fortunately, now, we live in the state with the most sandy border around. So get out there and play in the sand. Situation Awareness: This week […]

Trust This. August 4, 2023.

Land Trust | Asset Protection

 Happy Friday! Today is National  Chocolate  Chip  Cookie  Day. Nuff said. 1 big thing: Home prices rise … a little bit Graphic: Corelogic Home Price Index with current versus June 2024 projections. Home prices continued their march upward in June by 1.6%, according to the latest CoreLogic data, and they’re expected to reach their highest point within the next six months. […]