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CLARITY & COUNSEL
Education on Estate Planning, Trust Administration & Probate
in California


What Is Community Property?
(And Why It Matters in California Estate Planning) If you are married in California, the term community property affects nearly everything you own. It determines: Who owns what during marriage What happens at death What happens in divorce How property receives tax treatment Yet many couples are unclear about what actually qualifies as community property - and what does not. Let’s break it down simply. California Is a Community Property State California follows community prope

Amy Bankoff
Mar 13 min read


Blended Families and Estate Planning: Avoiding Accidental Disinheritance
Blended families are common. So are unintended estate planning outcomes. In second marriages, long-term partnerships, and families with children from prior relationships, assumptions can quietly create results no one intended. Most accidental disinheritance does not happen because someone meant to exclude a child. It happens because planning was incomplete - or based on outdated assumptions. Let’s walk through where the risks are. The “Everything to My Spouse” Problem In firs

Amy Bankoff
Mar 13 min read
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