Unmarried couples need separate living trusts, not joint living trusts. Learn about the planning differences between unmarried and married couples.
Learn about the California Joint Tenancy Proportional Interest Transfer Rule, Prop 19, and the implications of owning your home with your parent.
Estate planning insights from Clark Allison on trust fund babies, decision making, property tax reassessment, ADU planning, dogs, and Charles Dickens.
Learn valuable estate planning life hacks from a seasoned estate planning attorney to protect your assets, family, and legacy.
Protect your home and children. Learn how to create a Residence Trust in your living trust for your new spouse or significant other's occupancy.
Make an impact with your living trust beneficiaries.
How to talk to your parents about their estate planning.
Protect yourself when helping your parent.
When you should file a gift tax return (IRS Form 709).