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 ...
Continue ReadingBeing 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 ...
Continue ReadingSuccessfully settling an estate is a team sport. No single individual has all the answers, and trying to manage everything alone is a recipe for stress and costly errors. As an attorney, you are the legal quarterback, but a successful outcome depends on having two other key players on your ...
Continue ReadingOf all the duties an executor or heir must perform, selling the real estate is often the most financially significant. But the most emotionally challenging task, without a doubt, is sorting through a lifetime of personal belongings left behind in the home. It’s a journey through memories, and it can ...
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