News & Resources
Estate Planning Isn’t Just for the Wealthy: What Californians Should Know
East Bay Times | September 18, 2026
This article explains why estate planning is important for Californians at all income levels. It highlights how a thoughtful estate plan can help protect your family, ensure your wishes are carried out, and make the administration of your estate easier for your loved ones.
California’s New Law Promises To Simplify Inheriting a Home for Some—but Not All
Realtor.com | April 7, 2025
This article discusses a recent change to California probate law that created a simplified process for transferring certain primary residences valued at $750,000 or less. It explains who may qualify for the streamlined procedure and why proper estate planning remains important even with the expanded small-estate rules.
Inheriting a Home in California? Here's What You Need to Know
KQED | February 13, 2024
This article explains how California’s Proposition 19 affects individuals who inherit a family home, including the potential for property tax reassessment and the rules that may apply when an inherited home becomes a primary residence. It also discusses important considerations when deciding whether to live in, rent, or sell an inherited property.