Clark's Estate Planning Notes
Clark's Notes
1. Don't let perfection be the enemy of good. Don't stop yourself from protecting your family ...
Unmarried Couples Should Not Use Joint Living Trusts
We recommend that individuals and married couples who own a home set up a living trust to avoid probate. California ...
Capital Gains Tax When You Sell Your California Home
When you sell your home, you have to consider your tax hit, and that tax hit is the capital gains tax. The federal ...
California Joint Tenancy Proportional Interest Transfer Rule
When we help our California clients create their living trust estate plan, we prepare and record a deed transferring ...
Clark's Random Notes on California Estate Planning
Georges Hautecourt. Old school estate planning attorney. Sometimes, old school is not good. All to the cat. ...
Trustee's Duty to Beneficiaries in California
When someone with a living trust ("the grantor") dies, her successor trustee must administer the trust. This is ...
California Estate Planning Made Easy With Virtual Estate Planning
You know you need to set up your estate plan.
25 Estate Planning Life Hacks from a 25 Year Estate Planning Attorney
I've been an estate planning attorney for more than 25 years. I love my work because I've been able to meet ...
Don't Give Away Your Home to Your New Love
Recently, we've had several clients with the same problem: