Are you inheriting a property in California or managing a probate or trust estate? In this educational conversation, we break down important tax topics that often come up when families inherit real estate, including whether California has an inheritance tax, how step-up in basis works, how Proposition 19 may affect inherited property, and what families should know before selling or transferring real estate.

Probate and trust real estate can feel overwhelming, especially when taxes, timelines, and family decisions are involved. This video is designed to provide general guidance so executors, administrators, trustees, and beneficiaries can better understand the process and know what questions to ask their attorney, CPA, or real estate professional.

As a Certified Probate and Trust Real Estate Specialist, I help families throughout the Bay Area navigate inherited property sales with care, strategy, and trusted resources.