Top Estate Planning

California – TOD Deed witness question

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• Top Estate Planning

California – TOD Deed witness question

admin January 27, 2023

I am in the process of setting up a Transfer On Death (TOD) Deed for a family...

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Does the step-up rule apply to an Irrevocable Trust after the grantor’s death?

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• Top Estate Planning

Does the step-up rule apply to an Irrevocable Trust after the grantor’s death?

admin January 26, 2023

I have seen contradictory guidance on this. The trust was created in NY. The trust is irrevocable,...

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What kind of document would this have been? They wanted me to sign it

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• Top Estate Planning

What kind of document would this have been? They wanted me to sign it

admin January 26, 2023

An elderly couple very close to me wanted to give me one of their homes. They were...

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Looking for feedback on using “National Association of Family Services” to write an estate plan

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• Top Estate Planning

Looking for feedback on using “National Association of Family Services” to write an estate plan

admin January 25, 2023

Attended their seminar promoting the $599 estate plan. My needs are pretty simple: a portfolio of mutual...

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What’s the accountant and estate lawyers motivation?

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• Top Estate Planning

What’s the accountant and estate lawyers motivation?

admin January 25, 2023

I was thrown into this executor roll back in October when my father passed with ZERO prior...

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Question on Trust Distribution

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• Top Estate Planning

Question on Trust Distribution

admin January 24, 2023

If there is an age related distribution to a beneficiary (e.g. 50% released at age 25) how...

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How to Access bank accounts as Executor Question

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• Top Estate Planning

How to Access bank accounts as Executor Question

admin January 23, 2023

I will be the Executor for my recently deceased mothers estate. How do I “legally” continue to...

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Executor Trustees legal obligations for K-1 (1041) form?

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• Top Estate Planning

Executor Trustees legal obligations for K-1 (1041) form?

admin January 23, 2023

Can anyone tell me if my brother as the Successor Trustee/Executor is legally obligated under Probate law...

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Executor Trustees legal obligations for K-1 (1041) form?

1 min read

• Top Estate Planning

Executor Trustees legal obligations for K-1 (1041) form?

admin January 23, 2023

Can anyone tell me if my brother as the Successor Trustee/Executor is legally obligated under Probate law...

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Informal Admin or Probate in WI

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• Top Estate Planning

Informal Admin or Probate in WI

admin January 22, 2023

My mom passed away on 12/5 without a will She only has a total of about 30k...

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