Should I Place My Trust Book in a Safe Deposit Box? Should I Give A Copy of My Trust to...
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Can A Beneficiary Witness A Will in California?
By Tony
/ August 27, 2020
SHORT ANSWER The short answer is no. California Probate Code Section 6112 says that the signature as a witness who...
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California steps to transfer title on a mobile home to a trust?
By Tony
/ August 27, 2020
Transferring a Manufactured home also called a mobile home to a revocable trust is more complicated that simply transferring real...
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DIFFERENCE BETWEEN A “LEGAL GUARDIAN” AND “SUCCESSOR TRUSTEE”
By Tony
/ August 26, 2020
A standard Will and Trust Package always includes a “Nomination of Guardian” if you have minor children. It can be...
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Can I Name a Foreign Person as my Successor Trustee
By Tony
/ July 29, 2020
Non-Resident Successor Trustee While it is legally permissible to name a foreign person (such as a close relative from your...
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What is the Federal Estate or Death Tax?
By Tony
/ November 4, 2019
What is Portability? Please note that this trust is not intended to achieve any specific tax benefits. FEDERAL ESTATE TAX...
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