Estate Tax None Yes, but only for estates that exceed $13.99 million in value for individuals and $27.98 million for married couples (as of 2025). Tax rates are between 18% and 40%,... Read more »
Building a family fortune requires a totally different playbook. Catch up on the latest from the Realtor.com® Generational Wealth series. When Lauren Miller and her husband sold their first home in 2023,... Read more »
A home that is inherited by more than one child is a great opportunity for the next generation, but it can also be a source of friction if not handled with care.... Read more »
California Legal Implications: No-Contest Clauses and Spousal Rights A recent high-profile international inheritance dispute highlights a critical issue that many California families face: the conflict between a surviving spouse’s property rights and... Read more »
For California Residents Managing Sudden Wealth or Planning Asset Protection When you receive a significant inheritance in California, understanding your legal rights and obligations becomes critical—especially when it comes to relationships and... Read more »
California Legal Implications: How Lifetime Gifts Affect Inheritance A recent California Court of Appeal decision highlights a critical question for many families: if a parent gives money to a child while they... Read more »
California Legal Implications: Joint Bank Accounts and the Right of Survivorship In the case of *Placencia v. Strazicich*, the California Court of Appeal addressed a frequent source of family conflict: what happens... Read more »
If you’re a California resident concerned about protecting your family’s financial future, recent findings reveal a troubling trend: 20% of young adults aged 25-34 now rely on inheritance rather than pensions to... Read more »
With blended families becoming increasingly common, it is smart to be aware of the potential blended family inheritance issues that can arise after the death of a parent or stepparent. Our family... Read more »
What Happened A year after his wife died, an aging father reached out to his late wife’s former caregiver to arrange caregiving services for himself. Instead, the caregiver introduced him to her... Read more »