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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: "trust funding"
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 If My House is Not in My Revocable Trust, Will It have to Go Through Probate?
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By Harry Margolis
In Revocable Trusts
Posted December 10, 2021

If My House is Not in My Revocable Trust, Will It have to Go Through Probate?

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 [...]

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 Should I Transfer Accounts with Beneficiaries to Revocable Trust?
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By Harry Margolis
In Durable Powers of Attorney, Revocable Trusts
Posted August 24, 2021

Should I Transfer Accounts with Beneficiaries to Revocable Trust?

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 [...]

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 How Do We Transfer Real Estate to Our Trust?
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By Harry Margolis
In Real Estate, Revocable Trusts
Posted August 6, 2021

How Do We Transfer Real Estate to Our Trust?

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 [...]

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 How do I Transfer my Home into my Revocable Trust?
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By Harry Margolis
In Real Estate, Revocable Trusts
Posted April 26, 2021

How do I Transfer my Home into my Revocable Trust?

Question: I would like a straight answer to this question. Can I add a new home to my trust by submitting a witness signature, or notary, or my witnesses signatures? Is this new home [...]

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 How Do I Fund My Revocable Trust?
1
By Harry Margolis
In Revocable Trusts
Posted April 27, 2018

How Do I Fund My Revocable Trust?

Question: I have a will and a revocable living trust. I just read about the complications in funding the trust; i.e., to change my accounts names into the trust’s name, even having to close [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (44)
  • Estate and Gift Taxes (56)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (53)
  • Long-Term Care Planning (174)
  • Non-Traditional Families (17)
  • Non-US Citizens (27)
  • Pets (4)
  • Practical Matters (15)
  • Probate (38)
  • Property in Other Countries (5)
  • Real Estate (71)
  • Retirement Plans (19)
  • Revocable Trusts (105)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (70)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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