Moves, Remodels, and Inheriting Property: Unlocking smart strategies for CA homeowners.
Description
Thinking of downsizing or moving up? Inheriting a family home? Or just trying to wrap your head around California property taxes?
In this episode of Wine & Whine: Real Estate Uncorked, we break down Prop 19, explain how it’s reshaping real estate decisions in 2025, and uncover the key moves every homeowner should consider—whether you’re retiring, buying, or planning to leave a legacy.
We’ll cover:
- What triggers a property tax reassessment
- How to transfer your tax base when you move
- What adult children need to know before inheriting property
- Common mistakes (like missing the 2-year window or skipping a living trust!)
It’s real estate, real talk, and just the right amount of wine. 🍷
Tune in and get tax-savvy—because what you don’t know can cost you.
Notes -
00:00 - Intro
00:06 - Market update
01:04 - Episode topics
01:37 - Property tax
05:11 - Transfer tax base 3 times
07:39 - Inheriting property
10:10 - Have a living trust, it’s so important!
12:23 - The wealth transfer is well on its way
Disclaimer: We mistakenly mentioned taxes are due on May 10th. The correct due date is April 10th. We apologize for the error!
United States
