REAL ESTATE
MOUNTAIN HOUSE & TRACY
- (209) 278-0839
- shelley@shelleypuentes.com
- CaDRE# 01395691
Your Next Chapter Awaits:
Navigating Downsizing in California with Prop 19
Are you an active adult (55+) in California considering a move? The thought of downsizing can feel exciting and overwhelming all at once. The biggest question on many minds is, “What about my property taxes?”
Good news! Thanks to Proposition 19, the process of moving to a new home that better suits your needs doesn’t have to mean a huge jump in your tax bill.
I’m Shelley Puentes, and I’ve put together a free five-part blog series to walk you through everything you need to know about downsizing and Proposition 19. From understanding the basics to creating your personal action plan, this series is designed to help you make your next move with confidence.
Your Guide to a Stress-Free Downsize
Here’s a sneak peek at what we’ll cover in this series:
Part 1: The Big Picture Learn what Proposition 19 is, who it benefits, and why it’s a game-changer for active adults in California.
Part 2: The Downsizing Dream Discover how Prop 19 can save you thousands by letting you transfer your existing property tax rate to a new home. We’ll show you how it works with clear, simple examples.
Part 3: The Important Details Dive into the key rules, requirements, and deadlines you must follow to be eligible for the tax transfer benefit. We’ll cover everything from the two-year rule to the “greater value” clause.
Part 4: Your Action Plan Follow a step-by-step guide to successfully use Prop 19 in real life. We’ll walk you through the entire process, from getting an appraisal to filing the right paperwork.
Part 5: The Downsizing Checklist A comprehensive checklist to help you decide if downsizing with Prop 19 is the right move for you.
Ready to Learn More?
The first post is live! Click below to start your journey toward a smoother, more affordable move.
Have questions? Feel free to complete the form below for a personal consultation. I’m here to help!
