If my mother signs over ownership of her house to myself and my sister before she passes, will there be an inheritance tax (CA).
Brian's answer
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Answered on June 30, 2015
If you and your sister go on title now, as you are thinking of doing, you will be exposing your mother to whatever creditors the two of you might...
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What is the best way to protect against catastrophic end of life medical bills so I can leave a small inheritance for my heirs?
Brian's answer
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Answered on June 01, 2015
I believe that what you are worried about is what would happen if you should need to move out of LW and into a skilled nursing home, which costs on...
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I own a house and title is on my name and my wife's name , all the bank accounts are owned jointly , should I still create a Tru
Brian's answer
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Answered on February 11, 2015
The problem is not what happens at your death or your wife's. AFTER both of you are deceased, if you want to make it easier, less expensive, less...
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My dad had a trust, i was on the deed of the house with my sister. my mom passed away April 1st 2014.
Brian's answer
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Answered on September 18, 2014
I don't think you are using the proper terms but I think what you mean (and please correct me if I am wrong) is that:
Your parents owned a...
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I may want to have a living trust. Could you tell me the advantages and disadvantages? thanks
Brian's answer
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Answered on September 08, 2014
In California, if you have a will (but not a trust) your family will have to open up a probate case in Superior Court to ask the judge to transfer...
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Will my personal Trust protect my assets in a lawsuit over my business?
Brian's answer
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Answered on August 16, 2014
No, your personal assets will not be protected, especially from lawsuits stemming from your consultancy practice.
First, you should immediately...
Archived
Can we make simple changes to an existing family living trust ourselves, signed off by a notary?
Is this legally binding ?
Brian's answer
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Answered on May 25, 2014
To answer your question, yes, it is totally legal and binding to draft an amendment to your trust without an attorney. The changes you want to...
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Living Trust
Brian's answer
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Answered on May 22, 2014
At the very least, you have to file an "Affidavit - Death of Trustee" with the county recorder's office. There may be other things you have to do...
Archived
Can I keep the airplane that is in my name from my father who passed away and not include it in probate?
Brian's answer
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Answered on May 22, 2014
Whether you paid anything or not does not matter; what matters is how your name appears on the title to the airplane. If it is you and your father...
Reverse mortgage, living trust and beneficiaries?
Brian's answer
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Answered on May 19, 2014
It will be much better to put the property into a living trust for all of the usual reasons - no costs and delays of probate. Everything is simply...
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