Walnut Creek, CA
Estate planning Lawyer at Walnut Creek, CA
Practice Areas: Estate Planning, Tax
As Amanda stated you have a few issues to deal with. Adding someone as a joint tenant to a property can be a taxable event and subject to gift tax....
You should definitely be talking with an attorney. That being said, if you want to go this alone, you should start by making a written request to...
There is probably no tax due but you want to contact the executor/trustee to make sure that you won't be receiving a K-1 from the estate or trust.
Trusts in California are designed to achieve a number of different goals, the most common of which is probate avoidance. People want to avoid the...
Absolutely. The property in another state could require two probate actions if not part of the trust. One action in California and an ancillary...
As has been previously stated, you need to deed the property to the living trust. In simplest terms the deed need to show the transfer from the...
This is a gray area for estate planning attorneys. There is no direct requirement that attorneys keep records but if they have original documents...
You appear to have two different questions being asked here. The first is whether life insurance payouts are taxable. Generally, life insurance...
The previous answers are correct but it's important to determine whether the credit card was actually for the business. I had a case where the...
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