Yes -- unless your property is listed as community pretty with right of survivorship (CPWROS) you will lose the benefit of stepped-up basis when...

As noted above, CA law does not require POAs to be witnessed. Individual banks may impose their own restrictions and not accept POAs without...

It depends on the terms of the trust. Consult a local estate planning attorney to review the trust to see if what you desire to do is permitted,...

If they are not on the title, then the answer is no.

It is unclear whether you are review to a will or trust, but in any event Ms. James is correct that you need to hire an attorney to review the...

That would clearly be their argument - and arguments imply lawsuits. If the 50% interest is significant and worth your time and money to fight...

The common term for your parent's will is a "pour-over" will, meaning that they intended that any assets not titled in the trust at the time of...

If you die before your divorce is finalized, you die a married person. Not sure whether the whole will becomes void, but definitely the part that...

If your step-sister was appointed executor by the court, you will have to file a petition to remove her citing specific reasons - as outlined in...

You won't find a good answer here. The trust explains what to do, and it sounds like you need an attorney to help you read the trust and, if you...