Protect Your Family’s Property Tax Savings
Have you or a family member inherited or are you expecting to inherit a home in California?
Under California Proposition 19, certain parent-to-child transfers may qualify for a property tax reassessment exclusion. Properly navigating the rules could help you avoid a significant increase in annual property taxes.
We specialize in California’s Prop 19 Parent-to-Child Transfer and have helped more than 900 families navigate the process. Our clients have saved an average of more than $6,500 per year in property taxes by avoiding property tax reassessment.
We have also partnered with a California Assessor’s Office to provide California BAR approved continuing legal education on this subject.
Call (877) 464-1066 or complete the form below today for a FREE Benefit Analysis. Find out how much you may be able to save.
We’ll help you determine whether you may be eligible to avoid property tax reassessment, estimate your potential savings, and explain the next steps.
Don’t leave your family’s property tax savings to chance. Find out what you may be able to save today.
Please complete this application form for a free benefit analysis or call us at (877) 464-1066
Here’s what our clients have to say about working with us:
Thaddeus, Autumn and others that were behind the scenes took a complex party of nine sibling buy out loan and made it simple. Additionally, they worked with an external resource to lock in the tax rate and the final step was the refinance. In the end, it went as smoother than I imagined and my stress level went from 10 to 0 because of them. CLC exceeded my expectations!!!
– Mark G. – Garden Grove, CA
I first found CLOANC (Commercial Loan Corp) through an internet search. In fact, I called all the estate loan lenders. None of them can compare to Thaddeus Farrell and Autumn Skerritt and the team there. I have never dealt with an Account Executive more honorable and ethical than Thaddeus. He was very upfront about all the costs and tried to give us the best price when possible. The whole experience was unlike any loan process that I have ever dealt with. During a time of grieving, they handled all the paperwork for us and it was extremely smooth and fast. We even had a difficult situation with one of the trustees and Thaddeus was able to bring them around. They provided truly amazing service and I would not hesitate a moment to use their services again and recommend them to others.
– Addison T. – San Francisco, CA
Working with Thaddeus Farrell and his team was so easy. They were all responsive, thoroughly explaining options and made the entire purchasing process simple. We were quickly able to complete a third-party estate loan and a conventional loan within weeks.
– Sharon W. – Merced, CA
My wife and I recently purchased my parents’ house from our family trust and worked with CLOANC to secure Proposition 19 property tax benefits. Throughout this complex process, Thaddeus Farrell proved to be exceptional to work with, transforming what could have been a complicated transaction into a manageable experience. What impressed us most was Thaddeus’s competence and professionalism, which stood out noticeably when compared to other professionals involved in the transaction. His expertise and attention to detail made all the difference in navigating the intricacies of trust property transfers and tax benefit preservation. I wholeheartedly recommend Thaddeus Farrell and CLOANC without reservation. Additionally, I want to acknowledge Autumn Skerritt, who was equally professional and a pleasure to work with throughout the process. If you’re dealing with trust property transfers or need assistance with Proposition 19 benefits, you will not go wrong with this team.
– Payne T. – Torrance, CA
