The trust document will only override the bank's beneficiary records if court action is taken to get an order from the court recognizing it as a...

My dad died in Jan. 2015-There is a Revoc.Living Trust. Do I have to file anything with the courts, OR, pay any estate taxes?

You normally don't need to file court papers, ask trust administration is handled outside of court. Unless estate is over $5 million, there are no...

Do I need a Will or Estate or Both?

You should consider either a trust, a will or both. A trust is definitely the best way to reduce the risk of probate (an expensive lengthy court...