Joint Trust Administration After a Spouse Dies in California
When your spouse dies, the trust can wait. Your first priority is to get through the shock, bring your family ...
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Notes on California Estate Planning: May 2026
Clark's Notes
Hold on tight to your money, and don't let your children see it until you die. Dammit, you ...
Inheriting a Pleasanton Home With Siblings, Prop 19
When a Pleasanton parent dies and leaves the family home to two or more adult children, the annual property tax bill ...
What Happens When Your Trust Is Your IRA Beneficiary
Many California estate planning attorneys default to naming the living trust as the beneficiary of your IRA and ...
Virtual Estate Planning for Los Angeles Families
If you live in Santa Monica and your estate planning attorney is in Pasadena, you are looking at twenty-five miles, ...
Should You Name a Charity as Your IRA Beneficiary?
If you plan to leave some of your estate to charity and you have an IRA, the smartest move is usually to name the ...
IRA and 401(k) Beneficiary Mistakes El Dorado Hills Families Are Still Making in 2026
You built the house in El Dorado Hills. You raised the kids, or helped raise the ...
Estate Planning for Walnut Creek Homeowners: Probate Math on a $1.5M Home
If you own a single-family home in Walnut Creek and you die without a living trust, ...
Die Without a Trust in El Dorado Hills: What Happens
If you own a home in El Dorado Hills and you die with only a will, your home goes through California probate. A will ...