Trusts and Estate Plan Disagreements: Reader Responds
Trusts and Estate Plan Disagreements Our reader let us know what happened Q: When my wife read your column about trusts and estate plans in yesterday's paper, she handed me the paper and said, "Did you submit this question?" So, I admitted my "culpability" and wanted to thank you for addressing it in print. [...]
Trusts and Estate Plan Disagreements
Trusts and Estate Plan Disagreements Spouses ask for a tie breaker Trust Distribution Held Up Q: We enjoy reading your columns every week. I know that you have addressed this many times in your columns, and I understand the purpose of probate. My wife and I disagree on something. We do have a trust set [...]
Who Can Prepare Estate Planning Documents?
Who Can Prepare Estate Planning Documents? A reader in Arizona points out that paralegals can prepare trusts, wills, and other documents needed for a successful estate plan Q: As you are attorneys, you may not like to hear that in Arizona, paralegals can prepare estate planning documents. This includes trusts, wills, powers of attorney and [...]
Transferring House Title Into Daughter’s Name
Transferring House Title Into Daughter's Name A reader wants to know how to pay the back taxes owed and transfer her mother's property into her name Q: My mother passed away in January of this year. She died without a will. My house sits on land that was my mothers and is supposed to be [...]
Trust Distribution Held Up
Trust Distribution Held Up Q: I was told I am a beneficiary of my sister's trust. She owned a home and other assets. Her son is the trustee but we don’t have a good relationship. I have been waiting for my distribution for several months. I have called several times and each time I [...]
Trusts Need Their Own Checking Accounts
Trusts Need Their Own Checking Accounts Q: I read your recent article about how to put a home with a mortgage into a trust. I agree with your advice, but as the daughter who had to deal with the sale of my mother’s home that was held in her trust, there is one further [...]