Inherited homes and California's DEATH TAX: What you need to know
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2 ماه پیش
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California's death tax has brought
California's death tax has brought significant changes to property taxes, especially for inherited homes. In this video, we break down the impact of Proposition 13 and Proposition 19 on property taxes.
Learn how Proposition 13 kept property taxes low for homeowners and how Proposition 19 has altered the landscape, increasing the tax burden on inherited properties. We also provide some strategies to protect your inherited property and ensure your estate planning is up-to-date.
Whether you're an executor, trustee, or beneficiary, this guide will help you navigate the complexities of California's evolving property tax laws. Make sure to stay informed so you can make better decisions for your family's real estate assets.
00:00 Intro
01:08 Proposition 13
02:16 Proposition 19
03:19 How does this affect you?
03:58 Story time - The Johnsons Dilemma
05:14 The Reyes family
05:46 Summary
06:23 Outro
Here at Horizon Real Estate we care about helping you, as the estate executor, administrator or trustee. We want you to feel comfortable throughout the probate process, and to help you get the most money quickly from your estate house or trust property.
Kim Ward DRE#01218310
Ashlie Rivera DRE#02042935
[email protected]
___________________________________________________________________________________
Have a probate house or house in a trust and need guidance on how to prepare and sell? Think of this channel as your real estate resource.
If you’re an executor or administrator and want a free copy of my book "What To Do When You’re Responsible For Real Estate A Loved One Leaves Behind" Or, if you’re a trustee and want a free copy of "Exactly What To Expect As Trustee For Real Estate A Loved One Leaves Behind" simply call my office at 619-741-0111.
I’m a full time REALTOR in San Diego, California with Horizon Real Estate. I’m an expert at helping executors, administrators and trustees with probate houses and houses in a trust. A wife, mom to three grown sons and a daughter, plus She-she (that’s my grandma name) to the two cutest, smartest and busiest kids.
AGENTS – Interested in becoming a Certified Probate Real Estate Advisor?
Visit https://ProbateBiz.com
LET’S BE FRIENDS!
BLOG - https://probateandtrusthelp.com/news/
FACEBOOK - Facebook: YourRealEstateAnswers
PINTEREST - Pinterest: brokerkimward
INSTAGRAM - Instagram: probateandtrusthelp
TWITTER - Twitter: brokerkimward
LINKTREE - https://linktr.ee/ProbateAndTrustHelp
So happy and grateful for your subscription to my channel. Big thanks for watching, liking, and commenting!
I am NOT a lawyer or tax professional. The presentations reflect my own understanding of the underlying subjects. However, the presentation is based on my professional experience in the field of real estate. The information contained herein should NOT be used as a substitute for the advice of an appropriately qualified and licensed attorney, tax professional or contracted real estate agent/broker. The information provided here is for informational purposes only. You should consult with a professional to seek legal advice regarding your exact circumstances.
If you want to talk with me about San Diego real estate, fell comfortable calling me at 619-741-0111 or email me at [email protected]
California DRE license #01218310
Learn how Proposition 13 kept property taxes low for homeowners and how Proposition 19 has altered the landscape, increasing the tax burden on inherited properties. We also provide some strategies to protect your inherited property and ensure your estate planning is up-to-date.
Whether you're an executor, trustee, or beneficiary, this guide will help you navigate the complexities of California's evolving property tax laws. Make sure to stay informed so you can make better decisions for your family's real estate assets.
00:00 Intro
01:08 Proposition 13
02:16 Proposition 19
03:19 How does this affect you?
03:58 Story time - The Johnsons Dilemma
05:14 The Reyes family
05:46 Summary
06:23 Outro
Here at Horizon Real Estate we care about helping you, as the estate executor, administrator or trustee. We want you to feel comfortable throughout the probate process, and to help you get the most money quickly from your estate house or trust property.
Kim Ward DRE#01218310
Ashlie Rivera DRE#02042935
[email protected]
___________________________________________________________________________________
Have a probate house or house in a trust and need guidance on how to prepare and sell? Think of this channel as your real estate resource.
If you’re an executor or administrator and want a free copy of my book "What To Do When You’re Responsible For Real Estate A Loved One Leaves Behind" Or, if you’re a trustee and want a free copy of "Exactly What To Expect As Trustee For Real Estate A Loved One Leaves Behind" simply call my office at 619-741-0111.
I’m a full time REALTOR in San Diego, California with Horizon Real Estate. I’m an expert at helping executors, administrators and trustees with probate houses and houses in a trust. A wife, mom to three grown sons and a daughter, plus She-she (that’s my grandma name) to the two cutest, smartest and busiest kids.
AGENTS – Interested in becoming a Certified Probate Real Estate Advisor?
Visit https://ProbateBiz.com
LET’S BE FRIENDS!
BLOG - https://probateandtrusthelp.com/news/
FACEBOOK - Facebook: YourRealEstateAnswers
PINTEREST - Pinterest: brokerkimward
INSTAGRAM - Instagram: probateandtrusthelp
TWITTER - Twitter: brokerkimward
LINKTREE - https://linktr.ee/ProbateAndTrustHelp
So happy and grateful for your subscription to my channel. Big thanks for watching, liking, and commenting!
I am NOT a lawyer or tax professional. The presentations reflect my own understanding of the underlying subjects. However, the presentation is based on my professional experience in the field of real estate. The information contained herein should NOT be used as a substitute for the advice of an appropriately qualified and licensed attorney, tax professional or contracted real estate agent/broker. The information provided here is for informational purposes only. You should consult with a professional to seek legal advice regarding your exact circumstances.
If you want to talk with me about San Diego real estate, fell comfortable calling me at 619-741-0111 or email me at [email protected]
California DRE license #01218310
2 ماه پیش
در تاریخ 1403/04/20 منتشر شده
است.
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