AB 2016 and the probate game changer
Manage episode 478747025 series 3659514
In this episode, Justin Borges breaks down California’s game-changing Assembly Bill 2016, which raises the simplified probate threshold to $750,000 for primary residences. Whether you’re a homeowner, an heir, or just thinking about your family’s future, this law could save your loved ones time, money, and stress — but only if you understand how it works.
We’ll walk you through what AB 2016 means, who qualifies, and exactly how the streamlined process works. Plus, we’ll play devil’s advocate and explore what could still go wrong if proper planning isn’t in place — from title disputes to hidden heirs.
If you’ve ever thought, “Do I even need a trust?” this episode is for you.
Listen in and find out what you need to do next to protect your legacy and avoid probate chaos.
8 episodes