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If your parents have an outdated estate plan or are losing capacity, act now.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...
California's Medi-Cal asset test for long-term care returns in 2026. Here's what changed, what's exempt, and how a MAPT can protect your home.
If your parent is on your California home title as joint tenant, Prop 19 may trigger a property tax reassessment when they die. Here's what to do.
California Prop 19 changed the rules for joint tenancy and property tax. Here's a clear guide to reassessment rules, exceptions, and planning options.
Set an example of good money management and your kids will follow.