Posted by Maria N. Jonsson | Aug 08, 2017 |
“My parents set up a Trust to avoid Probate, but now that they are gone, the Trustee won't give us a copy of the Trust, and although we have asked for information about the assets, the Trustee doesn't tell us anything. It's been almost two years; our parents' home is still sitting vacant, and we ...
Posted by Maria N. Jonsson | Dec 22, 2016 |
The Revocable Transfer on Death Deed: are Trusts a thing of the Past?
The California legislator enacts thousands of laws each year. On January 1, 2016, Assembly Bill 139 became the law, known as the Transfer on Death Deed, which allows a property owner to name a Transfer on Death Beneficiary for ...
Posted by Maria N. Jonsson | Dec 22, 2016 |
Consider including pet care provisions in your estate plan – set aside sufficient funds to be put in carefully selected hands to take care of your service or companion animals. If you own a horse, or an animal with long life expectancy, you may need more sophisticated planning, including a stand-...