By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: California community property estate planning, marriage estate planning Sacramento, separate property vs community property, transmutation... Read more »
By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: death of spouse California, surviving spouse rights California, California intestate succession, community property death California... Read more »
By Dustin MacFarlane, Estate Planning Attorney Sacramento, California Quick Answer: Are Permanent Trusts “Set It and Forget It”? No. Permanent trusts (also called irrevocable trusts or dynasty trusts) require precise drafting, ongoing... Read more »
No, a joint will usually become irrevocable upon the first spouse’s death or incapacity, meaning neither spouse can make changes after that point. While courts can sometimes reform a will, this remedy... Read more »
When inheriting a house with debt, understanding your choices is key to safeguarding your inheritance. Suppose a grandparent passes away, leaving you their home with a mortgage in their will. While you may want... Read more »
A survivorship account is a type of joint account — specifically, an account where ownership automatically transfers to the surviving co-owners upon death. On the other hand, a joint account, broadly speaking, may either be:... Read more »
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When inheriting a house with debt, understanding your choices is key to safeguarding your inheritance. Suppose a grandparent passes away, leaving you their home with a mortgage in their will. While you may want... Read more »
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