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 [...]

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 [...]

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 [...]

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 [...]