I agree it's not comfortable for people to provide this information in advance so I don't ask for it. If the client decides to move forward and...

You can change ownership of paper savings bonds from your name as an individual to your name as Trustee of your trust by going to...

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How are my assets "transferred" to my trust?

It's very important to "fund" your living trust. An unfunded or partially funded living trust does not avoid probate. Essentially, you make...

My husband passes away, his mother is still living and has my husband as an heir in her trust Who inherits ? His children?

Typically trusts are drafted to leave assets to descendants "by representation" or "per stirpes" or similar language, which means your deceased...