As we navigate the tax landscape of 2026, the “Step-up in Basis” remains the most powerful financial benefit for heirs of San Diego real estate. When a property is inherited, its “tax basis” is adjusted to the fair market value on the date of the decedent’s death. This means if ...
Continue ReadingIn 2026, California’s housing mandates have reached a new level of intensity, specifically affecting how land and multi-unit properties are sold in probate. In San Diego County, new zoning laws now incentivize—or in some cases, require—affordable housing components in new developments. For a probate attorney managing an estate with a ...
Continue ReadingTime is the enemy of efficiency in probate. In 2026, the San Diego Superior Court moves quickly, and missing a filing deadline due to a late signature can set a case back by months. This is why integrated Mobile Notary Services have become a non-negotiable tool for successful probate ...
Continue ReadingIn 2026, many probate properties in San Diego aren’t just residential homes; they often house home-based businesses or represent mixed-use assets. When a business owner passes away, the real estate and the business assets are often inextricably linked. Navigating the sale of such a property requires more than a standard ...
Continue Reading