If a trust is part of your estate plan, your assets will need to be transferred into it at some point. Most of the time, this is a fairly simple process that requires nothing more than listing the ...
Transferring property to a family member can be a meaningful gesture, whether it’s a gift, part of an estate plan, or a strategic financial choice. However, understanding the tax implications is key ...
In mid-December, the state’s Board of Equalization issued both a letter to assessors and a chart of issues raised and options regarding Proposition 19. In light of this guidance, my last column ...
After a grantor passes away, becoming the trustee can be daunting, especially if you’re responsible for distributing property. Houses are among the most valuable assets in a family for financial and ...
Without a will, your state probate court decides where your property goes after your death. Many, or all, of the products featured on this page are from our advertising partners who compensate us when ...
After a grantor passes away, becoming the trustee can be daunting, especially if you’re responsible for distributing property. Houses are among the most valuable assets in a family for financial and ...
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If a trust is part of your estate plan, your assets will need to be transferred into it at some point. Most of the time, this is a fairly simple process that requires nothing more than listing the ...
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