Скачать или смотреть INHERITANCE BUYOUTS: Tax, Mortgage, and Legal Considerations

Buying out family members from an inherited home involves multiple steps to ensure a smooth and fair transaction.

In this video, we provide a detailed guide on key considerations for inheritance buyouts. Learn about the tax implications, including the impact of Proposition 19 on property taxes, and why consulting a tax professional is crucial. Understand mortgage considerations and the appraisal process, including the importance of obtaining two independent appraisals.

We also discuss the necessity of accurate legal documentation to protect all parties and the role of real estate agents in managing the process.

Whether you're planning to keep the property as a rental or for personal use, this video offers comprehensive advice to navigate the buyout process effectively.

0:00 Intro
0:58 Tax Implications
2:28 Mortgage Considerations
3:10 Appraisal Process
4:04 Probate Referee Appraisal
4:31 Accuracy of Legal Documents
5:26 How to be a Landlord
6:42 Outro

Here at Horizon Real Estate we care about helping you, as the estate executor, administrator or trustee. We want you to feel comfortable throughout the probate process, and to help you get the most money quickly from your estate house or trust property.

Kim Ward DRE#01218310
Ashlie Rivera DRE#02042935
[email protected]
619.741.0111
___________________________________________________________________________________

Have a probate house or house in a trust and need guidance on how to prepare and sell? Think of this channel as your real estate resource.

If you’re an executor or administrator and want a free copy of my book "What To Do When You’re Responsible For Real Estate A Loved One Leaves Behind" Or, if you’re a trustee and want a free copy of "Exactly What To Expect As Trustee For Real Estate A Loved One Leaves Behind" simply call my office at 619-741-0111.

I’m a full time REALTOR in San Diego, California with Horizon Real Estate. I’m an expert at helping executors, administrators and trustees with probate houses and houses in a trust. A wife, mom to three grown sons and a daughter, plus She-she (that’s my grandma name) to the two cutest, smartest and busiest kids.

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I am NOT a lawyer or tax professional. The presentations reflect my own understanding of the underlying subjects. However, the presentation is based on my professional experience in the field of real estate. The information contained herein should NOT be used as a substitute for the advice of an appropriately qualified and licensed attorney, tax professional or contracted real estate agent/broker. The information provided here is for informational purposes only. You should consult with a professional to seek legal advice regarding your exact circumstances.

If you want to talk with me about San Diego real estate, fell comfortable calling me at 619-741-0111 or email me at [email protected]

California DRE license #01218310