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Category Archives: Estate Planning

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  2. Category "Estate Planning"

House keys on a wooden table representing an inherited Peninsula home sale

Stepped-Up Basis and the Inherited Peninsula Home: The Date-of-Death Appraisal Every Trustee Should Get First

Estate PlanningBy Mark TauberAugust 11, 2026Leave a comment

Stepped-up basis on an inherited home in California, explained: why a date-of-death appraisal protects Peninsula heirs from a capital-gains surprise.

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.

Inherited property San Mateo County: Redwood City home exterior with keep-or-sell decision at stake.

Keep or Sell the Inherited Home? The Rental Math San Mateo County Trustees Get Wrong

Estate PlanningBy Mark TauberJuly 14, 2026

Inherited property in San Mateo County? I run the Prop 19 reassessment, rental yield, and stepped-up basis math trustees miss before the keep-or-sell call.

Selling inherited or trust property in San Mateo County: upscale Peninsula home interior, estate coordination guide.

Selling Inherited or Trust Property in San Mateo County: A Coordination Guide for Wills & Trusts Attorneys

Estate PlanningBy Mark TauberJune 30, 2026

A probate property sale San Mateo County coordination guide for W&T attorneys — stepped-up basis timing, trust vs probate timelines, and the $180K misstep to avoid.

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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