• Moves, Remodels, and Inheriting Property: Unlocking smart strategies for CA homeowners.

  • Apr 24 2025
  • Length: 14 mins
  • Podcast

Moves, Remodels, and Inheriting Property: Unlocking smart strategies for CA homeowners.

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  • Summary

  • Thinking of downsizing or moving up? Inheriting a family home? Or just trying to wrap your head around California property taxes?

    In this episode of Wine & Whine: Real Estate Uncorked, we break down Prop 19, explain how it’s reshaping real estate decisions in 2025, and uncover the key moves every homeowner should consider—whether you’re retiring, buying, or planning to leave a legacy.

    We’ll cover:

    • What triggers a property tax reassessment
    • How to transfer your tax base when you move
    • What adult children need to know before inheriting property
    • Common mistakes (like missing the 2-year window or skipping a living trust!)

    It’s real estate, real talk, and just the right amount of wine. 🍷
    Tune in and get tax-savvy—because what you don’t know can cost you.

    Notes -


    00:00 - Intro

    00:06 - Market update

    01:04 - Episode topics

    01:37 - Property tax

    05:11 - Transfer tax base 3 times

    07:39 - Inheriting property

    10:10 - Have a living trust, it’s so important!

    12:23 - The wealth transfer is well on its way
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