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 Legal Implications: The Care Custodian Presumption A recent California appellate court decision, Robinson v. Gutierrez, has clarified strict rules regarding gifts left to caregivers in estate plans. In this case, a... Read more »
There’s been chatter around alternative building materials in the fire rebuild, but do ultra-high-net-worth buyers care? The audience for The Real Deal’s “Building Luxury” panel held Jan. 27 in Beverly Hills was... Read more »
Most agents are missing the mark when it comes to marketing. Not because they aren’t working hard. Not because they don’t care. But because they’re still marketing like it’s 2019 in a... Read more »
For California residents concerned about protecting their loved ones when serious health challenges arise Music legend Phil Collins’ recent revelations about his declining health and need for 24-hour nursing care spotlight a... Read more »
Home care is one of the nation’s fastest-growing occupations. In 2024, 3.2 million home health and personal care aides were on the job — up from 1.4 million in 2014, according to... Read more »
Middle-income Americans ages 50 to 64 are most at risk, according to KFF data cited in a recent report from Kiplinger. This group is too young for Medicare and could see... Read more »
If you or a loved one may need nursing home care or assisted living in California, understanding the new Medi-Cal asset transfer rules is critical to protecting your family’s financial security. The... Read more »
With a little more than two weeks remaining until Election Day, the policy positions of the major political parties’ nominees for president — Democrat Kamala Harris and Republican Donald Trump — have... Read more »