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.

What taxes will my family pay when I die? We break down the three types of taxes for estate planning — and you can see which may (or may not) be applicable to you in California.

In general, the recipient of your assets doesn’t have to pay taxes, but let’s explain how taxes and estate planning work together.

How to minimize taxes in California generally involves planning for several types of taxes, including estate taxes, gift taxes, capital gains taxes, and property taxes.

When a house is sold after someone dies, there can be capital gains taxes and/or property taxes depending on the circumstances.

California does not have an estate & gift tax, but the federal government does. What’s the difference? How do they work together?

2023 brings us updates to the federal gift tax exclusion and the federal estate tax exemption! California still doesn’t have either.