Death & Estate Settlement Financing

Dan’s second parent passes away after a long illness. Although his three siblings grew up in this home, only one wants to keep the home and make it their primary residence, while the others just want their share of the estate distributed to them.

Rose City Realty Finance arranges financing that provides a hard money loan to the decreased parent’s trust. This allows the three beneficiaries to receive their distributions from the estate, but more importantly, it allows the remaining heir to transition to the property and preserve the parents’ 1950 basis property tax rate for their two-story home in Glendale, CA.

Now, instead of paying $2,000 a month in taxes due to a reassessment, Dan, the remaining heir, inherits a $1,000 a year annual tax bill.

Rose City Realty Finance has relevant, timely experience in a number of financing areas and we are available to share our advice and experience to help you or your clients with a variety of property types and client situations!

Are you interested in becoming an investor?  We have opportunities to invest in real estate loans that provide high returns with low risk.

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