The Forum at Rancho San Antonio in Cupertino

The Forum in Cupertino is a resident-owned continuing care community where you buy a membership instead of renting, and that changes how you plan the…

The House Was Never Put in the Trust: Heggstad Petitions in California

When a parent's house was left out of their living trust, a Heggstad petition can avoid full probate. How it works, how long it takes…

Selling a House in Probate in California: A Step-by-Step Guide for Santa Clara County

How to sell a house in probate in Santa Clara County: IAEA vs. court confirmation, overbid math, the 90% rule, fees, and realistic timelines from…

The Good News for Silicon Valley – September 22, 2026

happens when the person selling a home is 70, 80, or even older? A new study from Boston College's Center for Retirement Research suggests age…

The Good News for Santa Cruz – September 22, 2026

happens when the person selling a home is 70, 80, or even older? A new study from Boston College's Center for Retirement Research suggests age…

Does California’s $750,000 Primary Residence Petition Work in Silicon Valley?

Since April 2025 a primary residence up to $750,000 can skip full probate in California. Which Santa Clara County homes qualify, how the petition works,…

Selling a House in a Trust After a Parent Dies: A Successor Trustee’s Guide for Santa Clara County

Step-by-step guide for successor trustees selling a parent's house in a trust: the 60-day notice, recordings, BOE-502-D, appraisal, timelines, and trust vs. probate costs.

Probate Fees and REALTOR® Commission on a Silicon Valley Home: The Real Numbers

Statutory executor and attorney fees on a $1.8M Silicon Valley estate, referee and court costs, how the commission works in probate, and a sample San…

How to Choose a Probate Real Estate Agent in Santa Clara County

DISCLAIMERNothing on this page should be considered to be tax, accounting, legal, or investment advice. If you need a referral to an expert in these…

Leaving California: Taxes When You Sell Your Silicon Valley Home and Move Near Family

What California still taxes after you leave, Form 593 withholding, how retirement income is treated after the move, proving residency, and the new state's property…