Whether you inherited the family home or you're 55 or better and ready to move, plus the exact value limit and percentage tiers that apply to your door.
Every deadline in this guide already started running, whether you've filed anything or not, and missing even one means paying the full reassessed tax instead of the discounted one, for good. The guide tells you exactly which clock you're on and how much runway you actually have left.
A full worked example for each door, so you can estimate your actual taxable value instead of guessing at what the county will use.
Including the one play that uses both doors, for families who want to carry a low tax base across two generations and three moves.
Delivered straight to your inbox, both doors explained side by side, so you can see which one is yours.
No pressure, no countdown. Work through it whenever the house, or the move, is actually on your mind.
We run your exact numbers, tell you which forms go where, and you leave with a plan instead of a guess. You don't need to have filed anything yet, or even be sure which door you're in.
A free guide from Scott Stollar, C.A.R. Certified Probate and Trust Specialist, that walks you through both sides of California's Prop 19: keeping the family home's tax base if you inherited it, and taking your tax base with you if you're 55 or better, disabled, or lost a home to disaster and you're ready to move.
Anyone dealing with property tax under Prop 19 in California: someone who inherited a home from a parent, or a homeowner who is 55 or older, severely disabled, or lost a home to a wildfire or declared disaster and wants to move without losing their tax base.
Both doors run on their own clock, and it starts the moment your situation changes: the date of death for an inherited home, or the date you sell for a move. The guide breaks down exactly which clock applies to you and how much time you actually have left.
Yes. A rental or vacation home doesn't qualify for the exclusion, and if you take the exclusion and later rent the home out, it can trigger a reassessment. The guide covers exactly what counts as occupying the property so you don't find out the hard way.
Yes, up to three times for age or disability, even if you already used the old one time transfer under Propositions 60 or 90. The guide walks through the value tiers and the window you have to make the move work.
It's a free download, no catch. I give it away because families and homeowners need real answers before they need a real estate agent, not the other way around. If you want help applying it to your exact numbers, that's what the complimentary strategy session is for.
Four pages. Which door you're in, the deadlines attached to it, and what it's worth in dollars if you get the timing right.
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