Understanding Proposition 19: Real Estate & Tax Tips for Seniors artwork
The Senior Scoop

Understanding Proposition 19: Real Estate & Tax Tips for Seniors

  • E4
  • 29:57
  • September 9th 2025

In this insightful episode of The Senior Scoop, hosts Deborah and Kelsey Samuel of SB SOS sit down with Michael T. Daly, Chief Deputy at the Santa Barbara County Assessor’s Office, to break down the complexities of Proposition 19. This law significantly impacts property taxes, intergenerational property transfers, and downsizing for seniors in California.

Michael explains key aspects of Prop 19, including base year value transfers, primary residence requirements, and exclusions for seniors, disabled veterans, and disaster victims. The episode is packed with valuable guidance for Santa Barbara seniors, homeowners considering a move to senior living communities, and families planning estate transfers or managing family trusts.

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#Proposition19 #SeniorLiving #EstatePlanning #SantaBarbaraRealEstate #SBSOS #TheSeniorScoop #PropertyTaxTips

The Senior Scoop

The Senior Scoop is a podcast hosted by Deborah and Kelsey Samuel, created to support and inform seniors navigating major life transitions. Based in Santa Barbara, the show focuses on helping older adults understand and prepare for various aspects of aging — from downsizing and home maintenance to emotional well-being and planning for the future.

Each episode explores topics relevant to senior life, such as physical and mental health, financial planning, trusts and wills, pet care, and more. The hosts bring on local experts — including healthcare professionals, legal advisors, and home service providers — to offer insights, resources, and practical advice.

The Senior Scoop is a warm and informative resource designed to empower seniors and their families with trusted guidance and real-life tips from the Santa Barbara community.