Legal Representation In San Mateo, California

March 2019 Archives

Preparing for taxes after death

When people in California pass away, they will often name an executor in their will. In other cases, the probate court may appoint the representative. However, death does not put an end to tax obligations. Instead, it leads to the need for a new tax assessment of the deceased's gross estate. The estate includes all the property that a person owned at the time of his or her death. There are several different types of property involved in assessing a total gross estate, including bank accounts, investments and real estate. The estate also includes lifetime gifts, overseas property, joint property with a right of survivorship and some types of community property. It can even include certain types of life insurance proceeds.

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Barulich Dugoni & Suttmann Law Group, Inc.
400 South El Camino Real
Suite 1000
San Mateo, CA 94402-946

Phone: 650-292-2900
Fax: 650-292-2901
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