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Radio Interview May 2025

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Beware Of Property Tax Reassessment When Leaving Real Estate To Loved Ones

Estate Planning Insights With Marisha Charbonnet

When property is transferred through inheritance, it can trigger a reassessment of its value for property tax purposes, potentially increasing the tax burden for the beneficiary. While some jurisdictions offer exemptions or exclusions for inherited property—especially between parents and children—these benefits are not automatic and often require timely compliance with specific laws. Importantly, transferring property into a trust must be done with care to avoid the risk of triggering reassessment while you are still living.

Click Below To Listen To The May 3rd, 2025 Radio Segment on Your Real Estate Life 

Radio show 4.3.25
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