Being named the trustee of a loved one's estate is an enormous responsibility and an incredible honor. When asked, you were happy to oblige, agreeing to follow their wishes without hesitation. You signed on the dotted line and felt a sense of pride, because you knew...
Month: August 2017
Categories
- Annual and Lifetime Gift Tax Exclusions (7)
- Business (9)
- Conservatorships (2)
- Español (3)
- Estate Planning (170)
- Joint Tenancy (3)
- Q&A (182)
- Succession Plan (4)
- Title and Deeds (24)
- Trust And Estate Administration (61)
Recent Posts
- Q: Is there any way my kids can avoid probate if I DON’T use a living trust to transfer my home?
- Q: My child will be 18 soon, but I do not feel like he is ready to manage an inheritance well if my spouse and I pass unexpectedly in the near future. How can this be addressed in our estate plan?
- Q: Do I still “own” my house if there is a mortgage on it?
- Q: Does a revocable transfer on death deed (“TOD Deed”) only need to be notarized to be valid in California?
- My spouse and I have been married for many years, and I am out of gift ideas for Valentine’s Day. Any suggestions?