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• 1. I

     Established a trust and then get married

     There is no free advice anymore. Sad

     • irvineboy
     • Post #3
     • May 31, 2023
     • Forum: Wills, Trusts and Estate Planning
  2. I

     Established a trust and then get married

     What is the name of your state? CA If one established a trust as a single person (and owns some properties on their own), then got married years later. If they do not amend the trust and state that they got married, what happens? If this person passes away, does the spouse automatically get...

     • irvineboy
     • Thread
     • May 31, 2023
     • Replies: 5
     • Forum: Wills, Trusts and Estate Planning
  3. I

     Restate living trust?

     Getting conflicting messages and that is why the post.

     • irvineboy
     • Post #3
     • Jan 20, 2022
     • Forum: Elder Law, Powers of Attorney, Living Wills (Adva
  4. I

     Restate living trust?

     What is the name of your state? CA Original living trust was written when boyfriend was trustor. Girlfriend was executor of trust. Properties were deeded under boyfriend and upon his death, properties goes to their children as beneficiaries. Now they are married. If there is no interest to...

     • irvineboy
     • Thread
     • Jan 20, 2022
     • Replies: 5
     • Forum: Elder Law, Powers of Attorney, Living Wills (Adva
  5. I

     Marriage question - need proof that couple is still considered married

     What is the name of your state (only U.S. law)? CA My relatives were married in another country in Asia. They have the marriage certificate from that country. When they immigrated to the USA, they were declared entering the USA as a married couple. They never got married here because they...

     • irvineboy
     • Thread
     • Dec 7, 2016
     • Replies: 6
     • Forum: Marriage, Domestic Partnerships & Other Family Law
  6. I

     Transfer On Death Form

     What is the name of your state (only U.S. law)? CA I read about a free transfer on death (TOD) for the state of CA http://www.sfchronicle.com/business/networth/article/Californians-have-a-new-way-to-keep-homes-out-of-6620601.php He talked to the county and they did not have one but pointed...

     • irvineboy
     • Thread
     • Sep 21, 2016
     • Replies: 5
     • Forum: Other Real Estate Law Questions
  7. I

     Federal and State Taxes

     What is the name of your state (only U.S. law)? CA If one claims property taxes and mortgage interest from their properties (sole owner) as head of household (HoH) every year for taxes, what happens if property ownership is changed from sole ownership to Joint Tenancy with rights of...

     • irvineboy
     • Thread
     • Sep 20, 2016
     • Replies: 4
     • Forum: Tax Law
  8. I

     Beneficiaries

     What is the name of your state (only U.S. law)? CA For savings accounts like 401k, you can designate a beneficiary online and in case you pass, it goes to the beneficiary. I don't believe that you can designate beneficiaries online for checking/savings accounts and stock accounts. If you do...

     • irvineboy
     • Thread
     • Sep 19, 2016
     • Replies: 5
     • Forum: Wills, Trusts and Estate Planning
  9. I

     what happens without a will or living trust

     What is the name of your state (only U.S. law)? CA Let's say man has assets. Has children with women but not married legally. If man passes, what happens to his assets? Does it automatically go to his children? If the answer is that it gets settled in court, how does court decide who the...

     • irvineboy
     • Thread
     • Sep 18, 2016
     • Replies: 24
     • Forum: Wills, Trusts and Estate Planning
  10. I

      Living trusts v. Last Will

      What is the name of your state (only U.S. law)? CA My understanding is that a living trust transfers all property and assets to the trustee, avoiding probate and expensive court fees, when the trustor dies. A last will does the same thing when the trustor dies, but it can be subject to probate...

      • irvineboy
      • Thread
      • Sep 18, 2016
      • Replies: 5
      • Forum: Wills, Trusts and Estate Planning