Virtual Estate Planning in California: Meet Your Attorney on Zoom, From Anywhere

Gone are the days when creating an estate plan meant battling California traffic, hunting for parking, and ...

Do You Need an Estate Planning Attorney in California? (Or Can You DIY It?)

DIY estate planning tools have gotten better. They're cheaper than ever, and they produce documents that look ...

Will Dogs Go to Heaven and Do You Need to Plan for Them in Your Estate Plan?

Our Culture of Clutter: What's With All Your Stuff?

We are a culture of clutter.

Revenue Ruling 2023-2 Changed the Step-Up Basis Rules in Irrevocable Grantor Trusts

Understanding Irrevocable Trusts with Grantor Trust Provisions

Irrevocable trusts have long been a ...

Asset Protection Trusts in California Living Trusts: Why We Recommend Them

When we design a California living trust, we almost always recommend including asset protection trust provisions for ...

Should a Spouse in California File Form 706 for Portability After Their Spouse Dies? A California Estate Planning Guide

At Clark Allison LLP, we’re passionate about helping Californians navigate the complexities of estate planning with ...

Understanding California’s AB 2016 and How It Impacts Small Estates Starting April 1, 2025

At Clark Allison LLP, we’re committed to keeping you informed about the latest developments in California estate ...

Estate Tax Reform Under the Trump Administration: What California Families Need to Know

With President Donald Trump well into his new term and Republicans gaining influence in Congress, many California ...