Question: If my parents have a revocable trust that gives life use to their home to my sister after they have passed and she cannot pay for the expenses (taxes, insurance etc) of maintaining the [...]

Question: If a house is inadvertently omitted from being transferred into my revocable living trust, is there a set aside procedure at my death or is the property required to be included in a [...]

Question: We just learned that we were supposed to divide and distribute the trust property upon the death of our father. Unfortunately, we did not do that and he died in April 2016. Is there a [...]

Question: My husband of over 40 years recently was diagnosed with Parkinson’s and dementia and is no longer able to act as a co-trustee with me on our trust.  His daughter, who is my [...]

Question: We have a revocable trust that we would like to revoke and move the funds to TOD accounts and a TOD deed. We are doing this because the kids aren’t minors anymore and we [...]

Question: Should I transfer savings and checking accounts to revocable trust? Beneficiaries are noted on accounts and we have durable powers of attorneys for us beside trust in case of [...]

Question: My mother recently set up a revocable trust with an attorney in Texas. She is having questions about the attorney who drew it up. He does not seem to listen. Would I, her daughter, [...]

Question: Do I need a revocable trust to avoid probate if: 1. all my accounts have a designated beneficiary; and 2. I sign Fidelity’s form confirming the beneficiary? And as far as non-monetary [...]

Question: We live in California where we had a lawyer draw up a trust for our son in case of our deaths. We have put all our real estate assets in it. The lawyer who did this retired without [...]

Question: What is the advantage of a trust over a will if your estate is under $5 million? Response: There are several advantages to using a trust no matter the size of your estate. Here are a [...]