Should You Sell, Gift, or Keep Your Home Until Death? A Guide to Making the Right Decision If you’re a homeowner in California, you’ve likely wondered about the best way to pass your property to your loved ones. Should you sell it during your lifetime, gift it now, or hold onto it until death? Each option has tax and financial implications that could impact both you and your heirs. Here’s what you need to know. The Step-Up in Basis: A Key Advantage of Keeping Property Until Death In…
Lessons Learned at 40: Wisdom from Clients Turning 40 can feel like a significant milestone. It’s a time when many of us reflect on where we’ve been and where we’re headed. Recently, I asked my clients to share the advice they would give to their 40-year-old selves, and the responses…
