estate planning
How to Amend Your California Living Trust
The California Supreme Court's ruling in Haggerty v. Thornton simplifies the process of amending living trusts in California.
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estate planning
estate planning
Do You Need an Irrevocable Life Insurance Trust?
Learn about Irrevocable Life Insurance Trusts (ILITs) for estate planning in California, their benefits, and considerations to determine if they fit...
estate planning
Big Banks Don't Like You and Don't Like Estate Planning
Big banks want your money but not you, and they don't want to deal with your estate plan.
estate planning
Why You Shouldn't Wait to Do Your California Estate Planning
Learn why procrastinating on estate planning in California can lead to a legal and financial mess.
estate planning
Unmarried Couples Should Not Use Joint Living Trusts
Unmarried couples need separate living trusts, not joint living trusts. Learn about the planning differences between unmarried and married couples.
estate planning
California Joint Tenancy Proportional Interest Transfer Rule
Learn about the California Joint Tenancy Proportional Interest Transfer Rule, Prop 19, and the implications of owning your home with your parent.
estate planning
Clark's Random Notes on California Estate Planning
Estate planning insights from Clark Allison on trust fund babies, decision making, property tax reassessment, ADU planning, dogs, and Charles Dickens.
estate planning
25 Estate Planning Life Hacks from a 25 Year Estate Planning Attorney
Learn valuable estate planning life hacks from a seasoned estate planning attorney to protect your assets, family, and legacy.
estate planning
Don't Give Away Your Home to Your New Love
Protect your home and children. Learn how to create a Residence Trust in your living trust for your new spouse or significant other's occupancy.