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 »
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 »
For California residents managing assets, protecting family interests, or planning for the future, sports stories often mirror the kinds of decisions we face in estate planning and probate. The recent return of... Read more »
As of today, February 8, 2026, the popular 30-year fixed mortgage rate has seen a slight uptick, now sitting at 5.99%. While this might sound like a small change, understanding these shifts... Read more »
Source: Bloomberg – Here’s What You Need To Know About Trump’s Fed Chair Who This Article Is For If you’re a California resident managing real estate, trust assets, business interests, or long-term... Read more »
For California residents managing complex family dynamics and long-term asset protection strategies, NASA astronaut Suni Williams’ recent retirement offers a powerful lesson in adaptability and long-term planning under uncertain circumstances. Who This... 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 »
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 »
A recent study authored by researchers at Johns Hopkins University’s Bloomberg School of Public Health suggests that the integration of health, social services and community-based support systems must be improved to better... Read more »
A reverse mortgage may be a viable financial instrument to help pay for older Americans’ long-term care priorities, but they — and their implications on entitlement eligibility — need to be fully... Read more »