estate planning
How to Amend Your California Living Trust
The California Supreme Court's ruling in Haggerty v. Thornton simplifies the process of amending living trusts in California.
Blog
estate planning
Do You Need an Irrevocable Life Insurance Trust?
Learn about Irrevocable Life Insurance Trusts (ILITs) for estate planning in California, their benefits, and considerations to determine if they fit...
estate planning
Big Banks Don't Like You and Don't Like Estate Planning
Big banks want your money but not you, and they don't want to deal with your estate plan.
estate planning
Why You Shouldn't Wait to Do Your California Estate Planning
Learn why procrastinating on estate planning in California can lead to a legal and financial mess.
Clark's estate planning notes
Clark's Estate Planning Notes
Clark's comments on estate planning, including how to anticipate and plan around potential estate planning problems.
estate planning
Unmarried Couples Should Not Use Joint Living Trusts
Unmarried couples need separate living trusts, not joint living trusts. Learn about the planning differences between unmarried and married couples.
taxes
What is the Capital Gains Tax When You Sell Your Home: California v. Tennessee
Understanding the capital gains tax when selling your California home, including federal and state tax, step-up basis, and California withholding tax.
estate planning
California Joint Tenancy Proportional Interest Transfer Rule
Learn about the California Joint Tenancy Proportional Interest Transfer Rule, Prop 19, and the implications of owning your home with your parent.
estate planning
Clark's Random Notes on California Estate Planning
Estate planning insights from Clark Allison on trust fund babies, decision making, property tax reassessment, ADU planning, dogs, and Charles Dickens.