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 ...

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 ...

This is a property that’s been in the family for a while and that you’d like to stay in the family’s hands. Heirloom real estate includes vacation homes or other second homes, farms, a longtime ...

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 ...

When we put pen to paper, sometimes the words don’t come out right. If that happens, hopefully there’s an opportunity to explain what we meant. Most times that’s true – even in estate planning. For ...

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Q: I bought a property for my niece some time ago. I paid for it with cash, and she was paying me back in monthly payments. It's now time to give her ownership of the property. I have not reported ...

Lady bird deeds automatically transfer property to beneficiaries without probate, but they're limited to five states. Many, or all, of the products featured on this page are from our advertising ...