6 Elder Financial Abuse Examples: Common Schemes Families Overlook

6 Elder Financial Abuse Examples: Common Schemes Families Overlook

California takes elder financial abuse seriously, with protections across the Probate Code, Welfare and Institutions Code and Penal Code. Claims can be pursued both before and after death, with remedies including enhanced... Read more »
On Memorial Day, Homes For Heroes Honors The Families Left Behind

On Memorial Day, Homes For Heroes Honors The Families Left Behind

Laura Roman had been working with Stacy for more than five years when Stacy’s son called. He had just separated from active duty and was moving into civilian life. He needed a... Read more »
Living in Hawaii Is Becoming a Luxury Local Families Can No Longer Afford

Living in Hawaii Is Becoming a Luxury Local Families Can No Longer Afford

Hawaii’s housing shortage has created an affordability crisis so severe that it now threatens the future of generational wealth on the islands. “It was always a dream of mine to be a... Read more »
Paychecks Are Outpacing Home Prices in These Counties, Offering a ‘Welcome Shift’ for Families

Paychecks Are Outpacing Home Prices in These Counties, Offering a ‘Welcome Shift’ for Families

Home prices have been rising faster than paychecks nationwide—but that trend hasn’t played out evenly across the country. Since the first quarter of 2024, the national median home price has risen 8%... Read more »
Long-Term Trust Administration in California: The Hidden Risks That Cost Families Thousands

Long-Term Trust Administration in California: The Hidden Risks That Cost Families Thousands

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: long-term trust administration California, trustee duties California, estate planning Sacramento, California trust administration, trustee responsibilities... Read more »
What the News Teaches California Families About Estate Planning – California Probate and Trust, PC

What the News Teaches California Families About Estate Planning – California Probate and Trust, PC

If you are a California resident building wealth, raising a family, or caring for aging parents, sudden headline-making events can be a helpful reminder to review your plan before a crisis hits.... Read more »
Estate Planning and Probate Lessons for California Families – California Probate and Trust, PC

Estate Planning and Probate Lessons for California Families – California Probate and Trust, PC

NHL Trade Deadline 2026: Estate Planning and Probate Lessons for California Families If you are a California resident, a trustee, or an adult child helping a parent manage finances, the NHL trade... Read more »
California Estate Planning Lessons From the Tony Gonzales Resignation and Staffer Death (What Families Should Do Now) – California Probate and Trust, PC

California Estate Planning Lessons From the Tony Gonzales Resignation and Staffer Death (What Families Should Do Now) – California Probate and Trust, PC

Getty Images Gonzales, seen speaking at an event in Congress If you are a California resident managing family responsibilities, property, or caregiving, sudden and painful events can expose how quickly a family... Read more »
When Is a Conservatorship Necessary in California? A Guide for Families Protecting Loved Ones

When Is a Conservatorship Necessary in California? A Guide for Families Protecting Loved Ones

If you are a California adult child helping an aging parent, a spouse managing a sudden medical crisis, or a family trying to protect a loved one with declining capacity, the word... Read more »
Stefon Diggs’ Patriots Release: Estate Planning Lessons for California Families

Stefon Diggs’ Patriots Release: Estate Planning Lessons for California Families

If you are a California resident building wealth, raising a family, or caring for aging parents, headlines about high earners and sudden life changes can be a helpful reminder to get your... Read more »