Archived
What is the difference between a quit claim form for a home and gifting a home to children within the will and testament?
Justin's answer
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Answered on May 02, 2018
Quitclaiming now would prevent you from enjoying the benefit of the "stepped up basis". The basis would be carried over, meaning that if you were...
Archived
What form do I use to get a Tax ID number after my mother's death?
Justin's answer
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Answered on April 04, 2018
This can be obtained on the IRS website. Consider hiring at attorney to help you. Should only take 30 min of their time and you'll have the peace...
Archived
What are the consequences of filing a quit claim
Justin's answer
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Answered on March 20, 2018
There are many complexities to what you are trying to accomplish. Hiring a lawyer will not only save you money in the long run, but protect you (as...
Archived
Claim for reassessment exclusion for transfer between parent and child?
Justin's answer
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Answered on March 07, 2018
It should be covered by the Parent-Child Exclusion. The form can be a bit tricky to fill out. Best to hire an attorney to review it.
Archived
How do I get a court order to move my late husband's body to another location?
Justin's answer
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Answered on June 30, 2017
Our office recently obtained such an order, moving the client's grandfather's remains from Southern California (where they had been for 50 years)...
Archived
Why put assets into a trust?
Justin's answer
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Answered on March 14, 2017
One of the main reasons why someone creates a Trust in CA is to avoid Probate, which is a public, expensive and long process to distribute your...
Archived
Can the money in a bank account be transferred to a spouse after death
Justin's answer
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Answered on March 07, 2017
Because of the size of the count (greater than 150k), it cannot be transferred by affidavit. A court order would likely be necessary. This can be...
Archived
Do you think I can do the probate process on my own? Anyone ever use apeopleschoice.com? Honest advice welcome.
Justin's answer
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Answered on January 26, 2017
Did your Uncle have a Will or did he die intestate? The Probate process can be quite complicated and is very technical. Having an attorney will...
Archived
Is it possible to be put back on as a trustee on my Dad's will and trust? I was removed after my brother took my Dad to lawyer
Justin's answer
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Answered on April 30, 2015
Have you asked your father if he wants you to be a Trustee? If so, it may be wise to have him evaluated by a physician who is an expert in...