This video covers settling an Estate through Probate or Trust Administration and the impact of capital gains on the net proceeds. I have been a licensed Real Estate Professional for 15 years and a Broker for 6 years. My mission as a Real Estate Broker is to make sure my clients make the most informed decisions. I am trained to act as their advocate to protect their best interest whether they choose a fast sale for lower proceeds or are willing to do a little more preparation for higher proceeds. Either way I know I will help the family end up with much more in their pocket than if they work with a real estate investor whose primary goal is to buy the property for the lowest possible price. It is rewarding because there is often a sentimental attachment and a lifetime of contents but it is a relief to owners to move on to their next chapter. I am a Certified Tax Preparer. This general overview on capital gains and double step-up basis in California will help personal representatives be aware of key issues.
General Realtors are good at general transactions but I am specially certified to help Families Settle an Estate (through Probate or Trust Administration), Families in Divorce or Families of Seniors Downsizing from their Empty Nest family home.
YouTube: https://www.youtube.com/channel/UCglgMlrjx8Jgysy8z5TQSGQ
Facebook: https://www.facebook.com/SellMyHomeWoodlandHillsCA/
Thank you for watching my videos!
Janey Bishop
(818)570-1144 Janey@JaneyBishop.com
DRE 01838769
CPE, CPRES, SRES, RCSD
