If I inherit money from the death benefit of my soon to be passing away parent's annuity is my ex-wife entitled to some of it?
Deanny's answer
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Answered on April 10, 2020
You are correct that there would be tax implications on your receipt of the annuity distributions, the amount of tax will depend on how you receive...
What is the best course of action for the following situation?
Deanny's answer
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Answered on April 09, 2020
I concur with the the other advice given here, that an experienced estate planning attorney shooed be consulted as there are a few moving parts and...
Can my executor live in a different state than I do?
Deanny's answer
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Answered on April 09, 2020
In California, you can name an out -of-state executor to handle your affairs. It's important to consider practicality, in terms of what would be...
How do I obtain a copy of my living trust?
Deanny's answer
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Answered on April 07, 2020
You can contact Shelly at the contact information that attorney Jeffrey G. posted, available on the state bar's website. Good luck!
Can I have a trust separate from my husband to give property to my kids? I own 50% of the properties.
Deanny's answer
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Answered on April 07, 2020
You can have a separate trust to bequeath your separate property and if you are in a community property state, your 1/2 of the community property....
What is the best way to hold title for the family in California ?
Deanny's answer
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Answered on April 05, 2020
I think it would be a good idea to discuss this issue in more detail with your parents to find out what are the goals in owning the property...
Archived
[Family Law] Married but separate, no kid, can I buy life insurance for myself and name my parents as beneficiaries?
Deanny's answer
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Answered on April 03, 2020
Hi,
Yes, you can name your parents as beneficiaires. According to my life insurance colleague, this is a common practice. A spousal form is not...
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