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Category Archives: Estate Planning

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  2. Category "Estate Planning"

Prop 19 inherited home California: property tax paperwork, calculator and pen on a desk

Proposition 19 and the Inherited Peninsula Home: The Property Tax Reset Heirs Never See Coming

Estate PlanningBy chrisleoAugust 17, 2026Leave a comment

Prop 19 and an inherited home in California: the move-in rule, the $1,044,586 cap, the BOE-19-P deadline, and what reassessment does to hold vs sell.

Stately San Mateo County estate home: trust property sale offer-vetting guide for trustees

Why the Highest Offer on an Estate Sale Is Rarely the One That Closes: An Offer-Vetting Guide for San Mateo County Trustees and Attorneys

Estate PlanningBy Mark TauberJuly 15, 2026

Why the highest offer on a trust property sale in San Mateo County rarely closes — and the 5-point vetting framework I give trustees and attorneys.

I Need to Sell My House: A Complete Guide to Selling Quickly and for the Best Price in the San Francisco Bay Area

Estate PlanningBy Mark TauberJune 23, 2026

Learn what to do when you need to sell your house quickly. This guide covers pricing, preparation, repairs, market timing, and common seller questions for homeowners in the San Francisco Bay Area with Mark Tauber Real Estate.

Selling an inherited San Mateo County home — date-of-death valuation and stepped-up basis guide for trustees

Trustee’s Guide: Selling a San Mateo County Property Without Triggering a $180,000 Tax Surprise

Estate PlanningBy Mark TauberJune 10, 2026

Selling an inherited San Mateo County home? Mark Tauber on the date-of-death valuation and stepped-up basis sequence that quietly saves trustees and heirs six figures.

Probate property sales San Mateo County - coordination playbook for W&T attorneys and trustees

Probate Property Sales on the Peninsula: The Coordination Playbook Every San Mateo County W&T Attorney Should Bookmark

Estate PlanningBy Mark TauberMay 28, 2026

A Peninsula broker’s coordination playbook for San Mateo County W&T attorneys — court timing, stepped-up basis, partition risk, and trustee real estate sales.

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