by Santiago Olivares | Jun 17, 2026 | International Assets, taxes, Usa, California
If you own a home, vacation property, rental property, farmland, or other real estate outside the United States, your estate plan may require additional considerations. Estate planning for international property can help California families reduce legal complications,... 
by Crista Hermance | May 14, 2026 | taxes, Inheritance, wills, Estate Planning
Many families worry about paying inheritance tax in California after losing a loved one. The good news is that California does not currently impose a state inheritance tax. However, inherited assets can still trigger other taxes involving property sales, retirement... 
by Crista Hermance | Feb 25, 2026 | Estate Planning, Co-ownership, funding, taxes, beneficiary designations, Marriage Planning, Planning, Divorce, tax, Parenting, Attorney, Usa, California
Many California parents consider adding their child to their home title to avoid probate. However, this strategy can trigger property tax reassessment, expose the home to your child’s creditors or divorce, complicate Medi-Cal planning, and create capital gains tax... 
by Crista Hermance | Feb 25, 2026 | taxes, trustee, Inheritance, executor, Transfer, Probate, Living Will, Living Trust, Trust administration, Attorney, Estate Planning
If you own real estate in more than one state, your family may face multiple probate proceedings, including something called ancillary probate. This process can increase court costs, delay distributions, and create administrative headaches. The most effective way to... 
by Ivonn Ayala | Dec 29, 2025 | 2026, taxes, Elder, Planning, Estate Planning
Elder financial abuse is one of the fastest-growing crimes in California. Adult children can protect aging parents by using proactive legal tools such as revocable living trusts, powers of attorney, financial monitoring, and properly drafted caregiver agreements.... 
by Crista Hermance | Jun 20, 2025 | taxes, Assets, tax, Living Trust, California, Estate Planning
If you’ve recently inherited property in Ventura, CA, you’re probably wondering what taxes apply. Here’s the short version: California does not have an inheritance or estate tax. Federal estate tax only applies to very large estates (over $13 million in 2024). Capital...
