by Crista Hermance | Jun 20, 2025 | Estate Planning, California, Living Trust, tax, Assets, taxes
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...
by Jessica St. Pierre | Nov 24, 2023 | Transfer
Death is inevitable and brings with it a variety of emotions and challenges for those who are left behind. One of the most difficult tasks for family members is transferring a deceased person’s property. This process can be confusing and emotionally draining,...