
For CPAs & attorneys
Step-Up in Basis: What CPAs Need From a Date of Death Appraisal
A practical guide for CPAs and estate attorneys on ordering a date of death appraisal that supports an inherited home's stepped-up basis.
Read articleMallinson Home Appraisers · Since 1979
Orange County appraisal notes from a family-run practice — inherited homes, probate valuations and the details that make coastal property different.

For CPAs & attorneys
A practical guide for CPAs and estate attorneys on ordering a date of death appraisal that supports an inherited home's stepped-up basis.
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Date of death
How a date of death appraisal works for an inherited home in Long Beach and across Los Angeles County, and what heirs and trustees should have ready.
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Estates
How California's Prop 19 changed property taxes on homes passed from parents to children, and where a date of death appraisal fits in.
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Date of death
A practical checklist for Orange County families arranging a retrospective home appraisal, from the valuation date to records of the property's past condition.
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Probate & estates
Understand the difference between California's probate inventory valuation and a private home appraisal for estate decisions in Orange County.
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Coastal property
What to gather for a coastal home appraisal in Dana Point, Laguna Beach or Newport Beach, including view details, permits, association records and site reports.
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Inherited homes
Why heirs should document the home's date-of-death value before listing, and how that value connects to taxes, siblings and the sale itself.
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Homeowners
How a rise in your home's value can help you stop paying private mortgage insurance, and what to ask your lender before ordering an appraisal.
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Divorce
How a neutral appraisal helps divide or buy out a shared home in a California divorce, and what both spouses should know before the inspection.
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Retrospective
How an appraiser estimates what a home was worth on an earlier date, when you need one, and what records make the report stronger.
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Homeowners
A short, practical checklist for the appraisal visit, whether you are refinancing, removing PMI, settling an estate or dividing a home.
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Homeowners
How a licensed appraisal differs from a broker price opinion or an online estimate, and when the difference matters for Orange County families.
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