Failing to protect the community spouse can leave the at-home spouse financially vulnerable after years of marriage. # Case Study: The Martinez Family (Sacramento) Maria Martinez, 76, suffered a stroke and required... Read more »
California lawmakers are weighing bills that would reduce regulatory barriers to revive condominium construction, which has dropped significantly from its peak in the years before the Great Recession. Assembly Bill 1406 would... Read more »
Sacramento Estate Planning Attorney | California Probate and Trust, PC Your home is likely your most valuable asset. For many Sacramento families, decades of mortgage payments, home improvements, and appreciation have built... Read more »
While high-end coastal living always commands a premium, wealthy Californians moving to Miami could effectively give themselves a five-figure raise by swapping the Golden State’s peak state income tax rate for Florida’s... Read more »
In California’s spendy cities, living comfortably costs more than almost anywhere else. From the Bay Area to Orange County, living well requires incomes north of $150,000 in the pricier places, according to... Read more »
Regional market data is reinforcing the same story playing out nationally: Housing demand is holding up across major metros, even as mortgage rates move closer to levels that have historically pressured activity.... Read more »
The Eaton Fire in Altadena and the Palisades Fire in Pacific Palisades ravaged 59 square miles, displacing several thousand residents and killing an estimated 440 people. Many are still without homes and are facing... Read more »
Following its October 2025 announcement to open new financial centers in key U.S. markets, BMO is now announcing more than 130 new California locations, and approximately 15 locations in Arizona. BMO operates more than 220 financial centers across California,... Read more »
By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Sacramento, California Quick Answer: Should I Leave Money Directly to My Disabled Child? No. Under California and... Read more »
By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Sacramento, California PRIMARY KEYWORDS: California dynasty trust, estate planning Sacramento, irrevocable trust California, generational wealth planning California... Read more »