One of the most common—and costly—mistakes executors and successor trustees make is misunderstanding the tax implications of selling inherited real estate. In Sonoma County, where property values are often substantial, a lack of clarity around taxes can lead to unnecessary fear, poor timing decisions, or even beneficiary disputes. This article breaks down what executors, trustees, […]

Inheriting a home can feel overwhelming—especially in the first few weeks. Whether the property is going through probate or held in a trust, the actions you take immediately after inheriting a house can protect the asset, reduce liability, and preserve value for beneficiaries. If you’ve recently inherited property in Sonoma County, here are the most […]

Families often ask: “What’s the difference between probate and trust real estate sales?”Understanding this distinction can save time, money, and stress—especially in Sonoma County. Probate Real Estate Sales Probate sales typically involve: Court oversight Longer timelines Probate referee appraisals Possible court confirmation They are common when no trust exists or assets exceed state thresholds. Trust […]

Serving as a successor trustee comes with significant responsibility—especially when real estate is involved. In Sonoma County, trust property sales follow a different process than probate, but they still require careful execution. Here’s what every successor trustee should know before selling trust-owned real estate. Trust Sales vs. Probate Sales Unlike probate: Trust sales usually do […]