Eliminating Capital Gain on Real Estate Owned By California Couples
If you hold real estate in Joint Tenancy with a spouse, and the survivor of you sells a property after a death, you'll be over taxed.
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- 2 min
What Happens to My Mortgage When I Die?
When a family member inherits a deceased person's home, they typically have rights and options relating to the existing mortgage.
427 views
- 3 min
Moving Over 55? The Silver Lining of Prop 19
There has been a lot of talk lately about estate planning with California real estate after the passage of Prop 19, with the focus being...
653 views
- 3 min
Questions on Estate Planning with Real Estate
People who own real estate do their heirs a big favor by getting their estate planning in order. Having clear intentions laid out in a...
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- 3 min
Estate Planning to Pass Along Your Prop 13 Tax Base
An important and often overlooked estate planning goal is to structure our estate plan in a way that allows our loved ones to inherit our...
811 views
- 3 min
Avoiding Probate in California
Avoiding probate is a major estate planning objective of many California individuals and families. Probate is the legal court process...
39 views
- 3 min
What are the 3 “Must Have” Estate Planning Documents?
What important estate planning documents does a person need? Estate planning attorneys (such as the author) are the best qualified to...
13 views
- 3 min
Should I Have a Trust?
Trusts are often associated with the very wealthy, who want to pass on their wealth to future heirs. However, there are many good reasons...
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- 2 min
What If My Parents’ Executor (or Trustee) Won’t Sell Their Home When They Die?
It’s common when both parents die, that they leave their home to their children. However, what happens when the sibling, who’s the...
324 views
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