Do You Need an Estate Planning Attorney in California? (Or Can You DIY It?)
DIY estate planning tools have gotten better. They're cheaper than ever, and they produce documents that look ...
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Our Culture of Clutter: What's With All Your Stuff?
We are a culture of clutter.
Revenue Ruling 2023-2 Changed the Step-Up Basis Rules in Irrevocable Grantor Trusts
Understanding Irrevocable Trusts with Grantor Trust Provisions
Irrevocable trusts have long been a ...
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Asset Protection Trusts in California Living Trusts: Why We Recommend Them
When we design a California living trust, we almost always recommend including asset protection trust provisions for ...
How to Name Beneficiaries of Your 401(k) and IRA in California
Your 401(k) and IRA don't pass through your living trust or your will. They pass directly to whoever you named as ...
Last Chance: How to Help Your Aging Parent Get Their California Estate Plan Done
There's a window for getting your parent's estate plan done, and it's shorter than most adult children realize. Once ...
California Proposition 19: the Aftermath
California’s Proposition 19 has now been law for four years, and it’s still bad, even though we are learning to deal ...
Should a Spouse in California File Form 706 for Portability After Their Spouse Dies? A California Estate Planning Guide
At Clark Allison LLP, we’re passionate about helping Californians navigate the complexities of estate planning with ...