An outdated California living trust can fail your family when it matters most. Learn what to look for and when to update your estate plan.
Clark's random and sometimes prescient and funny observations about California estate planning.
A real case study: how a failed trust amendment led to sibling litigation and a costly outcome. What California families can learn from it.
DAPTs: Nevada vs. Tennessee, Expert Rankings, and Practical Considerations for California Residents
An ILIT keeps life insurance proceeds out of your taxable estate and protects your family. Here's how it works and who needs one in California.
Clark's random and sometimes prescient and funny observations about California estate planning
A California appellate court voided a living trust after finding financial elder abuse and undue influence by a surviving spouse. Here's what it...
If your parents have an outdated estate plan or are losing capacity, act now.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.
The 2026 estate tax exemption is now $15 million permanently. Plus: California probate threshold, Medi-Cal changes, and what it means for your...