The True Cost of Downsizing in Silicon Valley

Key TakeawaysThe gap between big and small is real. Santa Clara County's median single-family price was $1.85 million in August 2026, and many condos and…

A Step-by-Step Downsizing Checklist for Silicon Valley Homeowners

Key TakeawaysDecide where you're going first. The type and size of your next home determines how much furniture survives the cut and how you sequence…

Prop 19 Explained: What California’s Property Tax Rules Mean for Silicon Valley Families

Prop 19 explained with real San Jose numbers: the parent-child exclusion and $1,044,586 cap, the 55-plus base-year transfer, BOE-19-P and BOE-19-B forms, and deadlines.

Should You Gift the House to Your Child Before Death? Prop 19 vs. the Step-Up

Why deeding a Silicon Valley home to a child during life to use Prop 19 can cost far more in capital gains, with a Sunnyvale…

Can an Heir Buy the House From a Probate Estate in California?

How a sibling can buy out the others and keep a parent's house in probate: executor self-dealing rules, distributions in kind with real numbers, financing,…

Deciding on the Best Time to Downsize Your Home in Silicon Valley

Key TakeawaysYour life matters more than the calendar. Unused rooms, stairs, upkeep that eats your weekends and health changes are better signals than any seasonal…

Sell in Fall, or Wait Til Spring in Silicon Valley?

year in the 4th quarter, I have some version of the same conversation. A family has been thinking about selling the family home, it's getting…

Mom’s Old Run-Down Mountain Home Sold By Heirs for Cash

When their mother passed away, a family spread across California was left with her house in a small mountain town and everything she had kept…

Can a Trustee Sell a House During the 120-Day Trust Contest Period?

Whether a California successor trustee can sell during the 16061.7 notice and 120-day contest window, the real risks, and how to time a Silicon Valley…

When Heirs Disagree About Selling a Probate House in California

Who decides when siblings disagree about selling a parent's house in probate, how objections work, the executor's options, and what helps families move forward.