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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "transfer on death"
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 Should My Mother Make Her Trust the Beneficiary of Her Checking Account?
0
By Harry Margolis
In Revocable Trusts
Posted December 15, 2023

Should My Mother Make Her Trust the Beneficiary of Her Checking Account?

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 brokerage account, with the exception of a [...]

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 Can Beneficiary Designation on Mutual Fund Avoid Will and Disclosure to Other Heirs?
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By Harry Margolis
In Probate, Wills
Posted July 31, 2020

Can Beneficiary Designation on Mutual Fund Avoid Will and Disclosure to Other Heirs?

Question: If I want to leave someone money from my mutual funds, does that have to be in my will or can I just make that person a beneficiary of that fund or partial beneficiary? Will that be [...]

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 Which Governs, the Will or the TOD Beneficiary Designations?
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By Harry Margolis
In Probate, Wills
Posted June 30, 2020

Which Governs, the Will or the TOD Beneficiary Designations?

Question: I have a living brother and a half brother that are beneficiaries of my parents’ estate. My mother’s will stated that certain investment accounts were to be divided in [...]

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 California’s Transfer on Death Deed Cannot Go to a Nonprofit
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By Harry Margolis
In Charitable Giving, Revocable Trusts, Wills
Posted November 10, 2017

California’s Transfer on Death Deed Cannot Go to a Nonprofit

Question: I used the newly enacted (in California) T.O.D. method of transferring the title to a property upon my expiration. I named a non-profit as the beneficiary and filed it with the county [...]

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This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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(An Amazon Prime Reading selection)

Read Sample Chapters

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