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…
Creating a Family Travel Fund Within Your Estate Plan Have you ever wished you had the opportunity to travel when you were younger but didn’t have the funds? Travel can be a wonderful experience, opening doors to new cultures, memories, and life lessons, but it’s often expensive. If travel is…
