For California families, inheriting a home can create more than an Estate Planning question. It can also trigger a significant property-tax decision. Proposition 19 changed the rules for parent-to-child transfers beginning in 2021. In 2026, children can no longer automatically inherit a parent’s low property-tax assessment simply because they are family. Whether an exclusion applies

When a spouse or registered domestic partner dies in California, the surviving spouse may not always need a full Probate case to transfer property. In some situations, a spousal property petition can be a faster and more focused alternative. A spousal property petition asks the Probate court to confirm or transfer property that belongs to

Medi-Cal asset limits are back in California in 2026, and many families need to pay attention. For the last few years, some Medi-Cal programs did not count assets the same way. But beginning January 1, 2026, California again requires certain Medi-Cal applicants and members to report countable assets when they apply or renew. This change

Leaving money to a loved one with a disability requires careful planning. A direct inheritance can create problems if that person receives needs-based benefits such as SSI or Medi-Cal. Even a well-intentioned gift can affect eligibility if it is not handled correctly. A special needs Trust in California can help protect a loved one’s inheritance