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Big Banks Don't Like You and Don't Like Estate Planning
"The first rule of a happy life is low expectations."
Charlie Munger
Why You Shouldn't Wait to Do Your California Estate Planning
Welcome back, to another enlightening dive into the world of estate planning, where we blend the seriousness ...
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 ...