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Protecting the Fiduciary: Risk Mitigation in 2026 Estate Sales

Being an executor or administrator in 2026 comes with significant legal exposure. In the litigious environment of California, disgruntled heirs or buyers are quick to claim "breach of fiduciary duty" if a property is sold for less than expected or if defects are discovered after closing.   Our Risk Mitigation Protocol:   Comprehensive ...

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Guía para Abuelos en 2026: Cómo ayudar a sus nietos a comprar casa en San Diego

En el 2026, el sueño de comprar una casa en San Diego parece casi inalcanzable para los jóvenes. Como abuelos, muchos de mis clientes quieren dejar un legado y ayudar a sus nietos a dar ese primer paso, pero temen arriesgar sus propios ahorros.   Estrategias seguras para ayudar a la familia:   ...

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Should You Worry about Competing Listings?

Imagine you’ve been waiting for the right moment to sell your home and you’re finally ready to list it. But, just as you’re about to put up the sign, you notice that a few other FOR SALE signs have unexpectedly popped up in the community. Oh no! Now there are competing ...

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Rightsizing for the “Third Act”: Why San Diego Seniors are Trading Square Footage for Lifestyle

As we reach 2026, the term "downsizing" has been replaced by a more positive concept: Rightsizing. For many San Diego seniors, the massive family home in Chula Vista or the multi-level house in Del Mar is no longer a sanctuary; it’s a burden. The "Third Act" of life should be ...

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