Unmarried couples need separate living trusts, not joint living trusts. Learn about the planning differences between unmarried and married couples.
Understanding the capital gains tax when selling your California home, including federal and state tax, step-up basis, and California withholding tax.
Learn about the California Joint Tenancy Proportional Interest Transfer Rule, Prop 19, and the implications of owning your home with your parent.
Estate planning insights from Clark Allison on trust fund babies, decision making, property tax reassessment, ADU planning, dogs, and Charles Dickens.
Learn about trustee obligations to provide financials and documents to living trust beneficiaries in a California trust administration.
Avoid the hassle of traditional estate planning and work with an attorney you will like virtually from the comfort of your home.
Learn valuable estate planning life hacks from a seasoned estate planning attorney to protect your assets, family, and legacy.
Protect your home and children. Learn how to create a Residence Trust in your living trust for your new spouse or significant other's occupancy.
California's joint ownership rules are complicated and could trigger an increased property tax.