Probate Loans

During an estate or trust administration when multiple beneficiaries inherit shared ownership of a real estate property, one or more beneficiaries may decide to obtain full ownership of the property. For this purpose, they must “buy out” the remaining beneficiary (s) who prefers to receive cash for their share of the asset. If the beneficiary […]

Probate Estate Loans: How They Work and When to Use Them The probate process can be long and complicated; it can take anywhere from a few months to several years, especially if there are conflicts or disputes among beneficiaries about the inherited property. With the property being tied up in probate it makes it difficult […]

Click here to DOWNLOAD the official petition RIGHT NOW The Howard Jarvis Taxpayers Association, California’s leading taxpayer advocacy group, has filed an initiative with the Office of Attorney General that will restore the right of parents to transfer their home and limited other property to their children without reassessment to market value. The “Repeal the […]

We have officially filed the Repeal the Death Tax initiative with the Attorney General’s office and the public comment period is open! You can tell the Attorney General, “I support Initiative 23-0005.” This important initiative will restore the ability of parents to transfer their home and a limited amount of other property to their children […]

Probate is a legal process that is used to distribute the assets of a deceased person to their heirs. This process can be long and complicated, and it can sometimes be difficult for heirs to access the money they need to pay for expenses. A probate loan can help heirs to get the money they […]

In California, when siblings jointly inherit a property, they are presented with multiple alternatives to allocate the asset among themselves. One such method is for one sibling to acquire the other siblings’ stakes in the property. However, if done incorrectly, this approach may trigger a property tax reassessment, leading to a substantial increase in property […]