Archived
If I have a revocable trust with my husband how do I designate my "separate property?"
Max's answer
|
Answered on August 21, 2013
In California it is imperative to be very cautious about designating separate property clearly. The Trust should contain a marital property...
What is a haggstad petition?
Max's answer
|
Answered on August 21, 2013
For a detailed answer as to why and how, additional details are needed but in general the Haggstad petition is filed to cure issues with proper...
Archived
No IRA beneficiary.
Max's answer
|
Answered on July 16, 2013
The IRA will have to be probated through the pour-over will and then distributed to the beneficiaries according to the terms of the trust. The...
Selected as the best answer
Archived
My mom's VA benefit was suspended because they said she had to much money in her annuities?
Max's answer
|
Answered on May 13, 2013
VA benefits are means tested if not based on disability. Careful planning is essential.
