How to Name Beneficiaries of Your 401(k) and IRA in California
Your 401(k) and IRA don't pass through your living trust or your will. They pass directly to whoever you named as ...
Last Chance: How to Help Your Aging Parent Get Their California Estate Plan Done
There's a window for getting your parent's estate plan done, and it's shorter than most adult children realize. Once ...
California Proposition 19: the Aftermath
California’s Proposition 19 has now been law for four years, and it’s still bad, even though we are learning to deal ...
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 ...
Wait and See: The Impact of President Trump’s Proposed Tax Plan on Estate and Gift Taxes
As President Trump begins his second term, his administration is poised to revisit tax policy, with significant ...
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Financial Advisors: How to Keep the Next Generation Client
You've worked very hard to help your clients succeed, but they are getting older. When their children inherit their ...
Is Your California Estate Planning Up To Date?
Estate and Gift Tax Under Trump
Clark Allison 7 min read