In the coming decades, an estimated $124 trillion in wealth is set to change hands globally—but tens of billions of dollars in U.S. real estate may never reach its intended heirs. The... Read more »
Estate Planning for the Great Wealth Transfer: Why $40 Trillion is Going to Unprepared Widowed Women
Why Are So Many Women Unprepared? The Traditional Division of Labor In older generations, it was common for one spouse (usually the husband) to handle all financial matters while the other spouse... Read more »
Measure ULA is causing headaches for high-end developers and home sellers in Los Angeles, but that pushback isn’t stopping officials in Santa Barbara from pursuing the same options to raise revenue. The... Read more »
For California residents navigating complex family dynamics—especially those in blended families, supporting extended relatives, or managing multi-generational wealth—comedian John Mulaney’s recent revelation about financially supporting his wife Olivia Munn’s Vietnamese family offers... Read more »
Understanding Prang v. Los Angeles County Assessment Appeals Board and Its Impact on Your Estate Plan If you’re a California resident managing family businesses, corporate assets, or trusts, a recent California Supreme... Read more »
If you’re a California resident managing significant assets or planning how to pass your wealth to the next generation, Warren Buffett’s approach to family wealth offers powerful lessons about discretion, values, and... Read more »
If you’re a California resident creating or managing a trust that includes real estate—especially a family home—you need to understand how state law protects your heirs’ property rights. A recent California case,... 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 »
Pam O’Connor, the former mayor of Santa Monica, filed a proposal with the city on March 28 seeking to exclude multifamily properties from Measure GS, or the so-called mansion tax, according to... Read more »
Less than a year after coming to the rescue of Signature Bank during the market turmoil of March 2023, New York Community Bancorp (NYCB) faces a confidence crisis due to its exposure to commercial real estate... Read more »