Traditionally, estates have been passed down by per stirpes descent. More recently, many estate planners have been replacing this system with the per capita by each
Question: We don’t own our house as “joint” tenants; we are co-owners and are listed on our loan papers as co-mortgagors. I’ve read that in
Question: I am the successor trustee for my grandma who lives in Arizona. She has a home in California in her trust. I’m planning on
Question: Will Property in Trust Receive Step-Up Upon Beneficiary’s Death? My brother’s inheritance is in trust. It includes a 50% interest in my parent’s home
Question: The online trust services I have contacted (LegalZoom, Trust & Will) include standard recitations that the overseas grantor lives in a US state with
Question: Can an overseas U.S. citizen set up a revocable grantor living trust for their U.S. financial assets without a U.S. state of residency specified?
Question: In Massachusetts, does the schedule of beneficiaries have to be signed by the beneficiaries? Response: Typically, yes. But there’s actually no law on this.
Question: I have a property in Nevada but on escrow now. I would like to make the purchase in the name of my living trust.
Question: I am successor trustee for my Mom’s living revocable trust. (She is still living.) All of her assets are currently held in a trust
Question: I am successor trustee for my mom’s living revocable trust. Her trust assets are currently held in a brokerage account in the form of
