Blog

Most people spend decades building something worth protecting - a home, savings, a retirement account, a business, a family. And most people assume that when they're gone, the people they love will simply receive what they left behind. That assumption is wrong.

If you die without a trust, your estate doesn't quietly pass to your family. It enters a legal process called probate, and what happens next is slower, more expensive, and more public than most people ever imagine.

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Many people aren’t familiar with the effects of selling property that has appreciated in value, and whether they are about to incur a capital gain tax with a sale. It helps to have an awareness of current capital gain tax rates, the potential added tax from the Unearned Income Medicare Contribution Surtax (to help fund the Affordable Care Act), and the IRS capital gains rules in effect now, vs. old rules that many still think are in place.

This writing summarizes the basics of capital gain on the sale of a primary residence so that you are alerted to a potential tax obligation and can get help from your tax professional to prepare. An example of capital gain is provided as well.

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For many California homeowners, protecting the family home and ensuring it passes smoothly to children is an important estate planning goal.

While adding a child to the deed may seem like a simple solution, it can create serious legal, financial, and tax consequences

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Use a Registered Legal Document Assistant (LDA) in California

Planning for the future doesn’t have to be overwhelming or expensive. A Registered Legal Document Assistant (LDA) can help you professionally prepare essential estate planning documents at a cost that makes sense.

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Affordable Estate Planning Support

We offer a cost-effective alternative for individuals and families seeking straightforward estate planning solutions without the high expense of traditional law firms.

Professional, Accurate Document Preparation

Estate documents must be properly prepared and executed. Our process helps reduce errors and ensures your paperwork meets California formatting and filing standards.

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