Learn about Irrevocable Life Insurance Trusts (ILITs) for estate planning in California, their benefits, and considerations to determine if they fit...
Big banks want your money but not you, and they don't want to deal with your estate plan.
Learn why procrastinating on estate planning in California can lead to a legal and financial mess.
Clark's comments on estate planning, including how to anticipate and plan around potential estate planning problems.
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.