What Happens to Your Real Estate When You Die?
Most investors find out how costly a bad estate plan is when it is too late. Here is how to protect your properties now. Work with a real estate CPA: https://advisere.tax/?utm_source=yout... In this video, Stephen Morris sits down with estate planning attorney Afshin Asher of the Asher Law Group to break down exactly what happens to your real estate after you die. We cover probate, revocable living trusts, California Prop 19 property tax reassessment, and a little-known LLC acquisition strategy that can lock in your Prop 13 assessed value for your kids. ⚠️ Don't miss the LLC strategy at 12:49 — it's one of the most overlooked Prop 19 workarounds for real estate investors. 📋 Chapters: [00:00] Introduction & What Happens to Real Estate After You Die [00:33] About the Asher Law Group & Estate Planning Overview [01:08] Why Estate Planning Is Tax-Driven [01:28] Probate, Property Taxes & Estate Taxes — The Three Issues [02:03] What Is Probate & How Does It Work in California? [03:07] Why Heirs Can't Sell Inherited Property Without Legal Title [03:55] How to Initiate Probate & Why Doing Nothing Is Dangerous [04:39] Probate Costs, Timeline & Outcomes [06:02] Selling Property During Probate & the Auction Process [07:19] The Gold Standard: Revocable Living Trusts [08:21] Trust Costs, Timeline & How to Get Started [09:17] Funding Your Trust — Why the Bowl Without Food Does Nothing [10:37] Tax Treatment of Revocable Trusts (No Extra Returns or Fees) [11:14] California Prop 13 & How Property Taxes Work [11:40] Proposition 19: What It Means for Inherited Property [12:49] The LLC Acquisition Strategy to Preserve Prop 13 Value for Your Kids [13:55] LLCs for Commercial vs. Residential Properties [15:01] Wrap-Up & How to Reach Advise RE

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