estate planning
How Not to Sue Your Brothers Over Your Dad's Estate
A cautionary tale of sibling interference, a failed trust amendment, and a very expensive mistake.
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estate planning
estate planning
Domestic Asset Protection Trusts (DAPTs) aka Self Settled Trusts
DAPTs: Nevada vs. Tennessee, Expert Rankings, and Practical Considerations for California Residents
estate planning
Irrevocable Life Insurance Trust (ILIT): What Is It, and Do You Need One?
An Irrevocable Life Insurance Trust (ILIT) can protect your assets, avoid estate taxes, and secure your children's inheritance.
estate planning
Thoughts on California Estate Planning: January 2026
Clark's random and sometimes prescient and funny observations about California estate planning.
estate planning
Pigs Get Fat, Hogs Get Slaughtered: Financial Elder Abuse and Undue Influence by a Spouse
A landmark California case exposes elder abuse and undue influence. Learn how to protect your children's inheritance from a devious spouse.
estate planning
Incapacity, Undue Influence and Your Parents' Estate Plan
Help your parents update their outdated estate plan while they still can to avoid undue influence and costly probate.
estate planning
New Federal and California Estate Planning Laws for 2026
The new 2026 estate planning laws, including significant changes in federal estate and gift tax exemptions and California law.
estate planning
Same As It Ever Was: Medi-Cal Asset Limits Return in 2026
The return of Medi-Cal's asset test: Why your home remains exempt and how a MAPT can secure your future.
estate planning
Your Dad is a Joint Tenant on Your California Home: Now What?
Proposition 19 and the California joint tenancy rules.