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Handwritten Amendments Don't Work

Earlier this year, we received a call from someone who wanted us to confirm that her father's living trust amendment ...

Lord Voldemort and Avoiding the Trust Fund Baby

I’ve been a California estate planning attorney for 28 years. I’ve worked with thousands of ...

Your Last Chance to Rescue Your Parent's Estate, and How to Fund a Living Trust

California estate planning attorneys talk a lot about the importance of getting a living ...

California Estate Planning Newsletter

Welcome back to another enlightening dive into the world of estate planning, where we ...

Estate Tax and the 2024 Election

Does a California Surviving Spouse Have to Pay Her Deceased Spouse's Debt?

It is difficult when a spouse dies, but the difficulty is ramped up if the deceased spouse left behind debt. This ...

How to Amend Your California Living Trust

Earlier this year, the California Supreme Court ruled unanimously to clarify the rules on how a California resident ...

Do You Need an Irrevocable Life Insurance Trust?

Do You Need an Irrevocable Life Insurance Trust? A Guide for California Estate ...

Clark Allison 6 min read

Big Banks Don't Like You and Don't Like Estate Planning