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The “Prop 19” Shock: Educating Heirs on New Property Tax Realities

One of the most unpleasant conversations an attorney has to have with heirs today revolves around the "Step-Up" in property taxes. Since the implementation of California's Proposition 19, the ability for children to inherit their parents' low property tax base has been severely restricted. What was once a simple transfer ...

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Future-Proofing Your Life: The Difference Between “Aging in Place” and “Stuck in Place”

A survey by AARP (American Association of Retired Persons) reveals that a vast majority of adults wish to remain in their homes for as long as possible. I respect that goal deeply. But there is a crucial difference between safely "aging in place" and being "stuck" in a home that ...

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La Proposición 19: Cómo Mudarse de Casa Sin Perder sus Impuestos Bajos

Muchos de mis clientes mayores de 55 años sueñan con mudarse a una casa más pequeña, más manejable o más cerca de la familia, pero se sienten atrapados en su casa actual. La razón principal es el miedo a que sus impuestos prediales (property taxes) se disparen al comprar una ...

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Managing a California Probate from Miles Away? Why You Need a Local Specialist

Being named the executor or administrator of an estate is a tremendous responsibility. When that estate is in California and you are hundreds or even thousands of miles away, that responsibility can feel impossible. How can you manage a property you can't see? How do you handle repairs, showings, and ...

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