As you probably know, your personal residence is not a countable asset and will not disqualify you from receiving Medi-Cal, if your other assets do...

Can successor trustee of Rev. Living Trust, who has POA of Grantor, increase quarterly Pymts received from Trust to live on?

You have a right as a beneficiary for a full accounting of all financial activity of the trust since your mother's death AND that does not "start...

Living trust vs. Will

The most recent amendment to your trust dated 2/2018 will govern the distribution of those assets that are titled in your trust. For those...

Do I need a trust?

Not to avoid probate, you don't. But depending on your age and health, and the financial stability and maturity level of your sister, there might...

1. Draft a will; 2. In your will, leave your estate to the persons or charities that you want; 3. Designate a trust company or private fiduciary...

Life insurance proceeds are always income tax free to the beneficiary, but might cause the policy owner's estate to pay a death tax (estate tax) if...

You can accomplish most, but not all, of this without your husband's signature. As a married person, you may disinherit your husband but only as...

Property in Trust

It depends on what the trust says. If the house was specifically left to you, and if there is no special direction in the trust that requires the...

What documents must be recorded/filed in California to pass a community property with right of survivorship to children.

First: Create a Revocable Trust (use a lawyer - you have a house at stake, if you try it yourself you will probably make a mistake that can't be...

No, the attorney that you are meeting with does not need that information from you before you retain him. It just makes his job easier (maybe) if...