estate planning
Why You Shouldn't Wait to Do Your California Estate Planning
Learn why procrastinating on estate planning in California can lead to a legal and financial mess.
Clark's estate planning notes
Clark's Estate Planning Notes
Clark's comments on estate planning, including how to anticipate and plan around potential estate planning problems.
estate planning
Unmarried Couples Should Not Use Joint Living Trusts
Unmarried couples need separate living trusts, not joint living trusts. Learn about the planning differences between unmarried and married couples.
taxes
What is the Capital Gains Tax When You Sell Your Home: California v. Tennessee
Understanding the capital gains tax when selling your California home, including federal and state tax, step-up basis, and California withholding tax.
estate planning
California Joint Tenancy Proportional Interest Transfer Rule
Learn about the California Joint Tenancy Proportional Interest Transfer Rule, Prop 19, and the implications of owning your home with your parent.
estate planning
Clark's Random Notes on California Estate Planning
Estate planning insights from Clark Allison on trust fund babies, decision making, property tax reassessment, ADU planning, dogs, and Charles Dickens.
trust administration
Trustee's Duty to Beneficiaries in a California Trust Administration
Learn about trustee obligations to provide financials and documents to living trust beneficiaries in a California trust administration.
virtual estate planning
California Estate Planning Made Easy With Virtual Estate Planning
Avoid the hassle of traditional estate planning and work with an attorney you will like virtually from the comfort of your home.
estate planning
25 Estate Planning Life Hacks from a 25 Year Estate Planning Attorney
Learn valuable estate planning life hacks from a seasoned estate planning attorney to protect your assets, family, and legacy.