Signing your trust is only the first step; “funding” it is what actually keeps your family out of court. This guide explains how to transfer bank accounts, real estate, and investments into your trust to ensure your estate plan works exactly as intended.
The Slayer Statute: A Spooky Twist on Estate Planning for Halloween Halloween is the perfect time for spooky tales of ghouls, ghosts, and… estate planning? While it may not sound as thrilling as a haunted house, there’s one eerie legal provision that deserves the spotlight this season: California’s Slayer Statute. Think of it as the ultimate…
Being named the beneficiary of a Transfer on Death (TOD) deed in California can be a seemingly straightforward way to inherit property. However, this process comes with specific responsibilities and potential complications. Here’s a detailed guide on what you need to do after the death of the person who prepared the TOD deed. Understanding Your…
