Downsizing in Silicon Valley: How Much Money Will You Really Free Up?
The full downsizing math on a $2.4M Willow Glen house and a $1.3M Los Gatos condo: commission, capital gains, Prop 19, HOA dues, and the…
Tag: prop 19
The Prop 19 Base-Year Transfer for Silicon Valley Homeowners 55 and Older
How Silicon Valley homeowners 55+ can take their low property tax base to a new home anywhere in California: the 100/105/110% rules, real Saratoga and…
Prop 19 Explained: What California’s Property Tax Rules Mean for Silicon Valley Families
Prop 19 explained with real San Jose numbers: the parent-child exclusion and $1,044,586 cap, the 55-plus base-year transfer, BOE-19-P and BOE-19-B forms, and deadlines.
The BOE-502-D Change in Ownership Statement After a Death in Santa Clara County
The BOE-502-D is due within 150 days of a property owner's death. Who files it in Santa Clara County, the penalty for missing it, supplemental…
Buying Out Your Siblings on the Family Home: How to Keep Your Parents’ Prop 19 Tax Break
When one sibling keeps the family home, how the buyout is structured decides how much Prop 19 protects. Non-pro rata distributions and trustee loans explained…
Moving From Silicon Valley to Be Near Family: A Planning Guide for Older Homeowners
What Silicon Valley equity buys in Roseville, Reno, Boise, and Scottsdale, Prop 19 vs. leaving California, taxes, Medicare, and the sequence for moving near the…
Moving to Another California County to Be Near Family: How Prop 19 Goes With You
How Silicon Valley homeowners 55+ carry their Prop 13 base to Roseville, Santa Cruz, or anywhere in California, what Prop 19 does not cover like…
Should You Gift the House to Your Child Before Death? Prop 19 vs. the Step-Up
Why deeding a Silicon Valley home to a child during life to use Prop 19 can cost far more in capital gains, with a Sunnyvale…
What Happens to the Prop 19 Exclusion if the Child Moves Out or Rents the House?
The Prop 19 parent-child exclusion ends when the house stops being the child's primary residence. How the reassessment works, a San Jose example, and how…
Inherited House in Silicon Valley: Sell, Rent, or Keep It? The Real Numbers
Prop 19 math, reassessment, rental net income, and capital gains on a $2M Sunnyvale example, so heirs can decide whether to sell, rent, or move…