How to Amend Your California Living Trust

Earlier this year, the California Supreme Court ruled unanimously to clarify the rules on how a California resident ...

Do You Need an Irrevocable Life Insurance Trust?

Do You Need an Irrevocable Life Insurance Trust? A Guide for California Estate ...

Clark Allison 6 min read

Big Banks Don't Like You and Don't Like Estate Planning

Why You Shouldn't Wait to Do Your California Estate Planning

Welcome back, to another enlightening dive into the world of estate planning, where we blend the seriousness ...

Unmarried Couples Should Not Use Joint Living Trusts

We recommend that individuals and married couples who own a home set up a living trust to avoid probate. California ...

California Joint Tenancy Proportional Interest Transfer Rule

When we help our California clients create their living trust estate plan, we prepare and record a deed transferring ...

Clark's Random Notes on California Estate Planning

Georges Hautecourt. Old school estate planning attorney. Sometimes, old school is not good. All to the cat. ...

25 Estate Planning Life Hacks from a 25 Year Estate Planning Attorney

I've been an estate planning attorney for more than 25 years. I love my work because I've been able to meet ...

Don't Give Away Your Home to Your New Love

Recently, we've had several clients with the same problem: