Natasha Carroll-Ferrary Natasha Carroll-Ferrary

Does My Property Tax Change with a Trust?

Does property tax go up if you put your house in a living trust? It depends on title and on ownership. Generally, your ownership can go into your living trust without triggering a property reassessment.

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Natasha Carroll-Ferrary Natasha Carroll-Ferrary

What is a good age to have an estate plan?

When is the best time to start your estate plan? TLDR: As soon as you’re an adult (18 years old), you’ll need to designate someone else to make decisions for you if you are unable or unwilling to make those decisions for yourself.

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Natasha Carroll-Ferrary Natasha Carroll-Ferrary

Who Needs a Trust?

Who needs a trust in California? Generally, if you have more than $184,500 in assets, or you have a minor child, or you own real property, you probably should have a trust.

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Natasha Carroll-Ferrary Natasha Carroll-Ferrary

What’s the full cost of probate in California?

It’s easy to think about the cost of probate in terms of executor/attorney fees in California but there are other costs that the executor or administrator may need to pay up front and get reimbursed later by the estate.

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