A number alone doesn’t tell you much
A number alone doesn't tell you much.
If you've been in your home 20 or 25 years, the gap between what you paid and what it's worth today can be significant. In South OC, we regularly see that gap land between $800,000 and $1.5 million — sometimes more.
That creates real decisions.
When to sell. Whether to sell. What happens to your property tax base if you move. What a trust or estate means for the timing. Whether your CPA needs to be in the room before anything goes on the market.
This is the conversation most families wish they'd had before they called a Realtor.
We start here.
What we'll walk through in a planning call:
What your home is likely worth in today's South OC market
What your net proceeds would look like after taxes and costs
How Prop 19 affects your property tax if you're buying something new
Whether the timing of a sale matters for your estate or trust situation
What questions to bring to your CPA or estate attorney before you decide anything
No pressure. No listing pitch. Just the information you need to make a good decision.
This is a real estate planning conversation, not tax or legal advice. We work alongside your CPA and estate attorney — not instead of them.
Not ready to talk yet? Start with a number.
Kristina Hudes | The Hudes Group at Keller Williams | SRES® | Certified Trust & Probate Specialist | Certified KW Real Estate Planner | DRE #01963432
949-351-3924 · kristina@hudesgroup.com · hudesgroup.com/longtimehomeowners
