Building a family fortune requires a totally different playbook. Catch up on the latest from the Realtor.com® Generational Wealth series. When Lauren Miller and her husband sold their first home in 2023,... Read more »
Palo Alto, CA, has balked at an ambitious proposal to crack down on billionaires creating multiproperty compounds, such as Mark Zuckerberg’s highly controversial 11-home spread. The Palo Alto City Council on Monday... Read more »
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 »
In late 2025, Barbara and Robbie McBroom needed more than a new house. After the death of Robbie’s mother, the couple found themselves stretched across two households, caring for their nephew while... 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 »