Happy 250th Birthday, America: A Family Story
On our nation's 250th birthday, I'd like to share a story.
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Notes on California Estate Planning: June 2026
A real life estate planning story and quick hits about estate planning a related matters.
The Trouble With a California Transfer on Death Deed
A California transfer on death deed promises a cheap way to pass your home to your kids without the cost and ...
Roseville Blended Family Estate Planning: Protect Both Sides
If you remarried and you each have adult children from before, a standard living trust will quietly pick a ...
How to Fund Your Living Trust in Folsom, California
Many Folsom families have built their living trust estate plan. Great job! Your family and assets are better ...
Joint Trust Administration After a Spouse Dies in California
When your spouse dies, the trust can wait. Your first priority is to get through the shock, bring your family ...
Notes on California Estate Planning: May 2026
Clark's Notes
Hold on tight to your money, and don't let your children see it until you die. Dammit, you ...
Inheriting a Pleasanton Home With Siblings, Prop 19
When a Pleasanton parent dies and leaves the family home to two or more adult children, the annual property tax bill ...
What Happens When Your Trust Is Your IRA Beneficiary
Many California estate planning attorneys default to naming the living trust as the beneficiary of your IRA and ...