estate planning
Notes on California Estate Planning: January 2026
Clark's real-life, random, and sometimes funny observations about California estate planning
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estate planning
California Living Trust Elder Abuse & Undue Influence: A Landmark Case
A California appellate court voided a living trust after finding financial elder abuse and undue influence by a surviving spouse. Here's what it...
estate planning
How to Protect Your Parents' California Estate Plan from Undue Influence
If your parents have an outdated estate plan or are losing capacity, act now. Here's how to help them update their trust before it's too late.
estate planning
California Estate Planning Laws Changed in 2026: Key Updates
New federal and California laws took effect in 2026 that affect trusts, estate taxes, and small estates. Here's what changed and what it means for...
estate planning
Medi-Cal Asset Limits Return in 2026: What California Families Need to Know
California's Medi-Cal asset test for long-term care returns in 2026. Here's what changed, what's exempt, and how a MAPT can protect your home.
estate planning
Your Parent Is a Joint Tenant on Your California Home: Prop 19 Implications
If your parent is on your California home title as joint tenant, Prop 19 may trigger a property tax reassessment when they die. Here's what to do.
estate planning
California Joint Tenancy and Property Tax Reassessment: Prop 19 Guide (2026)
California Prop 19 changed the rules for joint tenancy and property tax. Here's a clear guide to reassessment rules, exceptions, and planning options.
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God Bless Us Every One
estate planning
Lord Voldemort, Money and Your Kids
Set an example of good money management and your kids will follow.