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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.
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6 articles on
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 ...
Notes on California Estate Planning: March 2026
Real Life Situation
Two years ago, Abigail called our office about setting up her living trust. She didn't ...
Notes on California Estate Planning: February 2026
If you can, make your successor trustee and durable power of attorney agent someone who lives nearby. Logistics are ...
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 ...