A plain-English guide for executors on how the step-up in basis resets inherited California real estate to its date-of-death value, including the community property double step-up, documentation requirements, and how it differs from Prop 19 property tax rules.
Step-Up Basis for California Real Estate: How It Works Read More »
Selling Home, Trust Sale
A probate sale without court confirmation in California is possible when the court grants the executor full authority under the Independent Administration of Estates Act. Learn how IAEA full vs. limited authority works, how the petition language determines your sale path, and when court confirmation still applies.
Probate Sale Without Court Confirmation in California Read More »
Probate sale, Selling Home
A practical guide for California executors inheriting a mortgage-free home: title transfer mechanics, Prop 19 property tax reassessment rules, vacant-home insurance gaps, and a keep-vs-sell framework that accounts for real carrying costs.
Inheriting a House That Is Paid Off: Your Next Steps Read More »
Probate sale, Selling Home
A practical timeline for San Diego executors: statutory minimums, court delays, and the milestones that matter for selling the house.
How Long Does Probate Take in California? San Diego Guide Read More »
Probate sale, Selling Home
A balanced, side-by-side comparison of deferred sales trusts and 1031 exchanges for California real estate investors, covering timeline flexibility, IRS scrutiny, costs, boot, and California clawback rules.
Deferred Sales Trust vs 1031 Exchange: Which Fits You? Read More »
Selling Home, Trust Sale
A week-by-week action plan for successor trustees who need to sell a house held in a trust after the trustor’s death, covering trust documents, beneficiary notices, insurance, date-of-death valuation, and disposition decisions.
How to Sell a House in a Trust After Death: 30-Day Plan Read More »
Selling Home, Trust Sale
Can siblings sell an inherited home if not everyone agrees? It depends on how the property is owned. Living Trust: If the home is held in a trust, the successor trustee usually has the authority to sell the property according to the trust’s instructions without requiring unanimous approval from all beneficiaries. Probate Estate: If the home is
Selling an Inherited Home with Siblings or Multiple Heirs Read More »
Selling Home
