If you have a pour-over will, then any account held in your name at your death (assuming there are no pay-on-death instructions) will eventually...

An account held in joint names typically is presumed to go to the surviving owner. Check with the institution to determine what the contract for...

What is included in the estate for purposes of calculating maximum probate fees in California?

The probate fees in California will be based upon the gross value of all assets that do not pass automatically by contract or by operation of law. ...

What documents protect my idea BEFORE I get my patent?

You should definitely get a written confidentiality/nondisclosure agreement with your investor before sharing any confidential information with...

Your question is a bit unclear. The value of the decedent's CD will be included in the value of his or her estate for estate tax purposes. [I am...

How are my assets "transferred" to my trust?

Ms. Daff's answer is a good one. Transferring assets to a trust is simply a matter of re-titling them from your own individual name to your name...

If one of 3 beneficiaries predeceased the writer of a NJ will, does 1/3 still go to the family of the predeceased beneficiary?

I am not admitted to practice in New Jersey, but generally, the Will itself controls. A well-drafted Will will anticipate the possibility that an...

How do i go about getting guardianship my my little sister?

In order to obtain guardianship over your sister, you will need to file a petition for guardianship in the county where she resides. You are not...

If a trustee puts 5 family members on a new deed of property left in the trust, do all have to agree in order to be sold later?

Mr. Frederick offers a good assessment. You and your siblings need to reach an agreement on whether to sell the property or how to co-own it,...

Living Trust Disbursment

I am not admitted to practice in Florida, and you should consider hiring an experienced trusts and estates attorney to assist you. Most people...