Naming a charity as your IRA beneficiary delivers a 100% tax-free gift and keeps your trust administration simple. Here's how to do it.
Outdated IRA and 401(k) beneficiary forms quietly send El Dorado Hills retirement money to the wrong people. Here is how to fix it.
A $1.5M Walnut Creek home pays $56K+ in California probate fees. A virtual living trust avoids it. Two Zoom calls, flat fee, done in a few weeks.
Die with only a will in El Dorado Hills and your home goes through California probate. Here's what that costs your family and how to avoid it.
Prop 19 changed California's property tax rules for inherited homes. Here's exactly how it works, what the exclusion covers, and what families need...
Named successor trustee in El Dorado Hills or Folsom? Here are the deadlines, steps, and mistakes to avoid.
Most California living trusts leave children's inheritance unprotected from divorce and lawsuits. Asset protection trusts fix that. Here's how.
Folsom estate planning attorneys who work directly with you. Living trust, will, flat fee. Done in two to three weeks. Clark Allison LLP.
Clark's real-life, random and sometimes funny observations about California estate planning.