Archived
Difference between charitable remainder trust and donating to a charity each year, if assets are yearly IRA distributions?
Shoham's answer
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Answered on February 05, 2012
I agree with Michael. If you do not have a substantial estate, it is to your advantage to keep your estate planning simple.
From what you are...
Archived
Sister-in-law sitting on will
Shoham's answer
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Answered on February 02, 2012
As this is a complicated and sensitive matter, I suggest you consult an estates and trusts attorney.
Archived
With the new CA Probate Code Section 13150 amount of small estate now at $150,000, can I file the small estate affidavit in 2011
Shoham's answer
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Answered on February 02, 2012
I agree with Charles. You can now file the Small Estate Affidavit under probate code section 13100, even if the decedent died in 2011.
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